How can I import the transactions older than 90 days?

You can import transactions older than 90 days manually. To do this:

  1. Switch to My View.

  2. Go to the Cards module.

  3. Click the card for which you want to import transactions.

  4. Click the More icon on the top right corner and click Import Statement.

  5. Upload the import file and click Next.

  6. Map the fields and click Next.

  7. Review the details and click Import. Your card’s transactions will be imported.

To get detailed steps, head to our help doc.

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