For live bank feeds we have integrated with an Australian provider (Basiq) who enable us access to a growing list of over 200 banks and credit unions. When we connect to your bank for the first time, we are sometimes limited on how many transactions are pulled through.

The maximum amount we can initially pull through is currently 2 year's worth, however, some banks and credit unions have limited their inital data pull to 1 year or even zero.

If your bank has limited the amount of data we can initially pull through, don't worry you can still bring in your bank transactions to allocate. All you will need to do is import your transactions manually.

For help on how to import transactions check out Importing Transactions Manually