When you first set up your bank to auto-import, we'll bring in as much historical data that your bank will give us. This is usually a few weeks (maybe a few months), but it really depends on your bank. (To find out the date of your first transaction read this.)
To get even older data in there, simply download the older transactions from your bank's website and do a one-time import of that data into our app. Here's how:
- Download your transactions as a QIF or QFX from your bank's website.
- Go to your Settings on LessAccounting.
- Click the "Configure" button next to the account you want to import the file for. Navigate to the "Manually upload account transactions" option and browse for your file.
Now you'll see a summary of your file, scroll down and save it. (Don't worry, you can always categorize your expenses after the data has been uploaded.)
Now the app will review your file and distribute the data to various parts of your account. You will receive a notification email once our import is complete and your transactions are ready to view and edit.
If you do not receive this email within an hour of your upload, do NOT attempt to re-upload your file. It may create duplicates if the other file is still uploading. Just email email@example.com and we'll look into your file.