Can You Import Historic Bank Transactions?

Yes! Landlord Studio allows you to import and reconcile up to 24 months of data from your bank feeds.

You can also simplify your expense import using our spreadsheet import wizard. This allows you to import your expense data as a CSV file.

Once your CSV file is imported our intelligent bank feeds system will auto-match your expenses allowing you to one-click reconcile your data.

Learn more: How to Import Expense Data Using the Spreadsheet Import Wizard

Step 1. Once you have connected a bank account, navigate to Bank Feeds from the dashboard.

Step 2. Tap on the relevant bank account.

Step 3. Tap on the filter icon next to the account name.

Step 4. Select the new date range. The bank feed will automatically refresh to reflect the update.

​Step 1. Once you have connected a bank account, change the date filter to view historic bank transactions.

Note: some banks may have different restrictions when it comes to viewing past transactions.