Can I add historic statements to my account?

No.  It is not possible to import old statements into your Money Dashboard account.  When you first link to your account, Money Dashboard will retrieve up to a maximum of 90 days of transactions. For example, if your bank only displays seven days of transactions, then Money Dashboard can only pull across seven days’ worth of transactions. We will always retrieve the maximum number of transactions available from your bank, credit card provider or building society.  As you use your Money Dashboard account and regularly update your transactions a history will build up over time.

Have more questions? Submit a request

14 Comments

  • 0
    Avatar
    Jakub Kuchnio

    Hello,

    I have just pleasure to establish account with you. all looks great except small small issue...lack of importing older statements. I have like three years history what would be great to have transferred but if  it is not possible then it putting big question mark on reason for migration. I hope you may share some more fresh and more optimistic update :-)

    Regards

  • 0
    Avatar
    dgbdgb

    +1 - although realise this is difficult to do

  • 0
    Avatar
    David Roberts

    +1 also.  The history helps me guage how my finances will behave in the future.  Its important information

  • 0
    Avatar
    Matthew Ayres

    Agreed!   

  • 0
    Avatar
    Tom Vining

    +1

  • 0
    Avatar
    Tom Robinson

    +1

  • 0
    Avatar
    Roger Jardine

    +1, especially as I only seem to get 30 days of import from HSBC, not 90. It means if I don't use money dashboard for a month or two, I get a sizeable hole in my records, making it nearly impossible to use MDB for month to month planning, for example having just done an update I now find I have almost all of December missing, :(

  • 0
    Avatar
    Craig Mawford
    +1 - surely a import cvs function would be all thats needed.
  • 0
    Avatar
    Jonathan Crawford

    +1

  • 0
    Avatar
    Alex andTom

    +1

  • 0
    Avatar
    Steven Knopf

    +1

  • 0
    Avatar
    Deaf2Work

    How disappointing. I have stayed away because of MDB inability to enable historical imports and still find this haven't been added yet. Don't you realise how much of a game changer this could well be? You implore you to include this functionality. 

  • 0
    Avatar
    Guillaume Giraud

    +1

    importing old statements (CSV format ok) would be a big boost

  • 0
    Avatar
    Daniel Lees

    +1

    As a user on 29 Jan commented - HSBC credit cards only let you auto import a max of 30 days, so if we miss the 'window' - holes appear in the records. If fact if you get it on the wrong side of the statement date you could have only missed a few days but still these older transactions won't import due to a new statement date. As already commented adding this feature would make a HUGE difference to your product - enabling us to create accurate records/ fix omissions manually. 

    Please consider adding this feature!

Article is closed for comments.