I want to download a full year of receipts at once to store locally. I don’t know how long Stessa keeps data and it seems prudent to be sure I have all my documents on my own drive in case of audit or other needs.
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@spaulding60625 I just finished downloading 2 yrs worth of data It was pretty easy my bank went back 18 months…I audited and adjusted balances for 6 mos. Easiest way link bank acct.go through transaction and classify pymts to correct loans ins and so on.
Agree. Being able to download a years worth of receipts would be helpful. This is for things like repair receipts, etc. that get uploaded. I would want them as a part of my tax package should I need them for an audit or to keep with other annual tax records.
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