Bank Feed start date
Question asked by Allen George Harry Meikle Cochran 3 days ago
I have linked my bank account but set the start date incorrectly. Is there a way to change the start date for the feed?
Question asked by Allen George Harry Meikle Cochran 3 days ago
I have linked my bank account but set the start date incorrectly. Is there a way to change the start date for the feed?
Hi Allen,
You cannot change the start date of the feed, however, you can trigger another import with a new start date by heading to Dashboard > Bank accounts > Manage bank feeds > Click Unlink beside the feed > Then Link to an Account > Specify the start date.
Once completed, you can then head into the newly imported statement via Dashboard > Bank accounts > All unexplained statements > Click on Explain for the new statement > Scroll down to the bottom and click Bulk delete unexplained transactions > Input the date range that you wish to keep.
Tommy