Bank account imports

Question asked by Duncan Ross 5 years ago

We only want to import data from our bank account after a certain date 01/01/2020 is this possible and if so how do we do it please. Regards Duncan

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Hi Duncan,

This is indeed possible. If using Yodlee you can select the start date during the linking process, if you are using CSV, simply export for that date range. I hope this helps.

All the best,

Mohamed.

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5 years ago

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