After a good deal of searching I have to ask this question.
When I download transactions I am getting 3 years of data, it includes an account I no longer have in my account listing.
Is there a way for me to download transactions from a specified number of years? I would like to have the transaction data from 2024 and 2025 in one spreadsheet.
Best regards
Mike Z.
Welcome Mike,
Typically when you add accounts only the 3 most recent months will download. In some instances there will be additional data available that will download beyond that timeframe. If you have data going further back than you’d like in your sheet feel free to delete these transactions and they won’t download again. As far as specifying a certain timeframe to download the only way to guarantee you get the dates you want would be to manually download a csv from each institution that contains this data, massage it and import it into your tiller powered sheet. There are guides available to complete this if needed.
Thanks for the quick reply …
After your explanation I realize that I am downloading the historic data from the Tiller database.
So if I delete the other years I will be deleting them from that source. Thanks, that makes sense.
Best regards
Mike Z.