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Select a date range when linking a bank account

Feature Request

Please, add a feature that allows the user to define or limit a period to pull in the transactions from a banking account. For example: from a start date to today's date.

Currently, when a user add a bank account, the app pulls in ALL the available transactions in the bank database. And it is a huge mess!!

Posted by Ricardo Flores Gavidia ·
3 comments

Comments3

  • Hung Nguyen

    Team•

    Mar 16, 2025

    Hi Stacey, we can delete bank transactions in review up to a certain date for you. Just email hung@easy-expense.com or message customer support with the desired date. (e.g., delete all bank transactions in review before Jan 01, 2025).

  • Hung Nguyen

    Team•

    Aug 16, 2023

    Hi Ricardo, thank you for your feature request and we understand your need for it.

    The app will generally pull 6-12 months of transactions. For now, if you want a certain date range cleared in your bank transaction review, please message in-app support using the message icon (top left in the left).