Bank feed transaction history limits

When you very first add a bank feed, it imports transactions from up to the last 90 days. To back-fill your transactions from an earlier date, you'll need to upload bank files.

In this article

Importing back-dated transaction history

To import transactions that date back prior to the initial bank feed import, you can add bank files from your online banking into PocketSmith. The following article explains how to import bank files: Importing bank files into PocketSmith


What transactions are imported once a bank feed is connected

After the initial import of up to 90 days of transactions, when your bank feed is refreshed it will search for any transactions within the last 28 days and only import new transactions that haven't been previously imported.

If you have chosen to re-import deleted transactions for an account connected to a bank feed then these deleted transactions will also be imported when the bank feed is refreshed. You can find out more about re-importing deleted transactions in the following article: Re-importing transactions that have been deleted from an account with a bank feed

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