Limited number of transaction

Microsoft Excel
1

Is there a way to get more than the last 3 months of transaction?
Is there a transaction limit or that’s the default?

Thank you!

2

Welcome to Tiller!! Actually, 3 months is the default - I believe from the partner who does the financial institution’s polling. For older data, you’ll need to download the transactions into a CSV and then import that into Tiller.

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3

Hi, @nace26!

You can find a guide for the CSV import process @susandennis mentioned here:

How to Manually Import Your Bank Data

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