Choose feed transaction history start date

Choose feed transaction history start date
Update · 15 Dec, 2023

Not everyone wants or needs to have all available history imported for their feeds, especially when first getting started with PocketSmith. This has become particularly relevant as more data providers with access to larger transaction history - sorting through a full year of transactions can be laborious if you only want to start tracking your spending from today.

Now when you first set up a bank feed, or click “History settings” in the Manage Feeds page toolbar, you’re able to choose what date you want transactions from newly added feeds to import from. Note that this will not affect your existing feeds or transaction history - only newly linked feed accounts will take this setting into account.