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How far back does Hurdlr pull my bank transactions? Can I go back further?

Updated this week

When you link your accounts, the past 30 days of transactions are pulled into Hurdlr automatically. It may be possible to go further back than 30 days, depending on how far back your bank shares transaction data with third parties, such as Hurdlr. This limitation varies by bank; some banks limit this to 90 days while some allow 2+ years.

To Pull in Historic Transactions

  1. In the mobile app, tap the 3 dots icon in the top left corner or on the web app, click on the gear icon in the top right corner

  2. Select ‘Banks and Integrations’

  3. Click the small gear icon next to a specific bank

    1. Or, to set the start date in bulk for all accounts for a specific institution, hover over the Actions arrow and select ‘Set Start Date’

  4. Click ‘Edit’ next to the Start Date field

    1. Or if pulling historic transactions in bulk, select the date you’d like to pull back to for the bank

  5. Confirm you’d like to set the Beginning Balances on Hurdlr Pro

  6. Select the Start Date for each account, as well as (optionally) the Beginning Balance

    1. If you want to see the earliest date available for a bank account, click on the box next to the account and ‘Earliest Date

  7. Click ‘Done’

If you re-added a bank account/credit card that you have already tracked in Hurdlr, be sure to choose a date after the period you’ve already tracked when pulling historic transactions, in order to avoid duplicates.

With these methods, Hurdlr will pull in all available transactions, but it’s possible your bank may not allow Hurdlr to pull transactions as far back as you’d like. If you need to track older transactions that can’t be pulled into Hurdlr automatically via your bank’s integration, you can instead import them from a CSV file, or manually add them.

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