I’m having trouble with my budget. I signed up yesterday and I love it so far for my household budget. I decided to set it up for my business budget as well. Problem is it will only transfer 12 transactions from my business account. I can’t figure out what I am doing wrong.
@ryan.burlingame Typically, with the initial import, our data provider can pull transactions from the previous 90 days… although this varies by institution. Were there more than 12 transactions in the last 90 days on your business account? You can always manually add older data to your spreadsheet using the steps in the guide linked below. You can also quickly import a CSV from another tool (Mint, Personal Capital, YNAB) using an experimental workflow in the Tiller Community Solutions add-on.