Importing your transaction history

Your reports are only as deep as your history. Here is how to bring in everything your bank will give.

What your bank makes available

When you connect, Endute captures as much history as your bank will share, up to a two-year cap. Banks differ widely here, and some card providers offer as little as 90 days. The richest window is available right at connection time, which is why the import offer appears the moment your accounts are mapped, and why taking it early is genuinely better than saving it for later.

The two import paths

	At connection time	From the account page
When	Right after mapping your accounts, once per connection.	Any time, per account, via Import older transactions.
Where it lands	Straight into your ledger, ready to use.	Your review queue, for a confirm-or-correct pass.
Preview	Yes: money in and out, top categories, recurring bills.	No preview; you choose a date range.
Undo	One tap undoes the whole batch.	Rows are reviewed individually, so undo is per decision.

The split is deliberate. At connection time your accounts are empty, so a bulk import cannot collide with anything and can safely go straight in, with a preview and a full undo as the safety net. Later, your accounts have history that a bulk import might duplicate, so the account-page path routes everything through review instead.

Import older transactions, in practice

On a connected account's page (on the desktop site), the Import older transactions button opens a small dialog: pick a from and to date and click Import. The dialog tells you how far back your bank's history reaches on this connection, and anything older than that simply is not retrievable, from us or anyone. If the history was already captured at connection time the rows appear in your review queue immediately; otherwise the pull is queued and runs with the next sync, and the button reads Queued with a time estimate until it does.

Once everything available has been imported, the button retires itself with All history imported. That is not an error; it means there is nothing left to fetch.

Big ranges are fine, with one caveat

A wide range can add hundreds of transactions to your review queue in one go, and the review tools are built for bulk confirmation, so that is workable. Truly enormous batches (thousands of rows) are surfaced without waiting for automatic categorisation, to keep things responsive; the suggestions then fill in on their own over the following hours as the background enrichment catches up.

Older than your bank will share?

Banks cut history off; your records do not have to. For anything beyond the open banking window, export a CSV or QIF file from your bank's website and use file import, which reaches as far back as your bank's statements do and dedupes against what the feed already brought in.

What next

A deep import usually means a fat review queue for an afternoon. The transactions guides cover working through it efficiently, and Budgeting in Endute 101 covers what all that history unlocks: budgets grounded in how you actually spend.