Yodlee retrospective data upload?

I just subscribed and successfully installed Yodlee with a message that all my transactions from now on will be uploaded automatically. However, i am more interested in getting my 10 months worth of transactions to QuickFile. is it possible to upload automatically without the manual line-by-line input? if so how? thanks

Hi @Calero

It may be possible to upload some, but I don’t think it’s possible to upload 10 months worth I’m afraid.

The time period, and whether this option would be available would depend on your bank. But you could certainly give it a go.

If you view the bank account you have Yodlee enabled on, go to More Options >> Refresh bank feed. This will follow the refresh process. Depending on whether your bank will support it, you may then have the option to enter the date you wish to import.

I hope that helps! :slight_smile:

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