Longer historical transaction data available
Right now, I can only see 90 days worth of transaction data, which is not sufficient to gain any useful insights from.
Historical data should go back 3 years preferably, or at the BARE minimum 2 years.
Please implement this! I find the app useless without the data.
PS manual data entry with CSV files is a royal pain in the ass and confusing as hell.
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Kamil Wójcik commented
If you want to have your historical records under your synced account:
- Create synced account and sync it with the bank (you will get records from last 60-90 days)
- create second account in Wallet
- export your records from a page of your bank/service
- import records to the second account in Wallet
- turn off sync from the first account in Wallet
- select all transactions from second account in Wallet and change an account to the one from your bank (with turned off sync)
- turn the sync back
- delete second accountThat should work.
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When you first create a bank-connected account in Wallet, your entire transaction history will not be downloaded. Wallet should download your bank transactions for the past 60-90 days as this is capped by the bank itself, something we have no power over.
If you connect your previously bank-connected account in Wallet again, your transactions will still be downloaded, but only up to the most recent transaction previously taken from your bank.
So, we created the import feature for you to have all historical data accessible to your Wallet account. Check here: https://bit.ly/3wI2RDb
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Kamil Wójcik commented
Please do not shout and keep in mind probably no one from BudgetBakers listen to you here. :)
I don't understand what is your problem. Which version of Wallet are you talking about? Android, web, iOS?
I have in Wallet records since 2005 and I am able to run statistics for whole that time.
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Jordan Scott commented
Needs more historical data of transactions in wallet!