I noticed that when I connected my chase account the system wanted 720 days back ie: we’re granting permission for “your account transaction for the last 720 days” but when i go load the transactions on the foundation sheet it loaded far fewer than what i was expecting ie only back to October vs 3 years
Although the Yodlee connection may be requesting permissions for 720 days, Tiller only pulls the past 90 days of transaction data. You will need to manually export any other transactions and import them into your Tiller sheet. There are instructions on how to do this at the link below.
Ahh I see thanks for the info. I guess that’s not new for companies, in this case Yodlee, to over request information