I am trying to do my 2019 taxes. I have linked my Stessa account to my credit card account, and it has successfully imported data for 2020, but for some reason it is not pulling in anything from 2019 (even though I have many transactions from 2019). Any idea why?
@bmfitzgerald3 Sure. Most banks and credit card issuers will only send through 30-90 days of historical data via the secure connection. To close the gap with more historical data, you’ll want to get a CSV or QIF data file directly from your bank, and then import it to your Stessa account.
Here’s how…
Upload Transactions Data (QIF, CSV)