When you link Hurdlr with a bank or credit card, the app automatically pulls in the past 30 days of transactions.
However, it may be possible to go farther back than 30 days, depending on how far back your bank stores and shares transaction data with third parties.
There are a few ways you can pull historic transactions:
- In the mobile app, at any time you can tap 3 dots in top left corner > Banks & Integration > Historic Income or Historic Expenses > select the date you’d like to pull back to.
- On the web app, click the gear icon in the top right corner > Banks & Integration > Historic Income or Historic Expenses > select the date you’d like to pull back to.
Important Note to Avoid Duplicating Your Data: If you already tracked transactions from that bank account/credit card in Hurdlr, be sure to choose a date after the period you 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 add historic transactions that can’t be pulled into Hurdlr, you can also import them from a CSV file, or manually add them. To manually add transactions, tap the Expenses or Income section > plus sign in top right corner > complete form.