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
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
Select ‘Banks and Integrations’
Click the small gear icon next to a specific bank
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’
Click ‘Edit’ next to the Start Date field
Or if pulling historic transactions in bulk, select the date you’d like to pull back to for the bank
Confirm you’d like to set the Beginning Balances on Hurdlr Pro
Select the Start Date for each account, as well as (optionally) the Beginning Balance
If you want to see the earliest date available for a bank account, click on the box next to the account and ‘Earliest Date
Click ‘Done’
If you are altering the Start Date, ensure that you select a date before the currently set one. If you choose a date after the one set, then all prior transactions will be removed. We have warnings and logic in place for this action.
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.