How much bank transaction history can I import?

Prosaic can generally import up to 2 years of bank transaction history, which will allow you to get a full previous financial year of expense transactions.

If you bank with ASB, ANZ, or KiwiBank, you may have to do a second step to backfill some of that history, but this can all be done online. As a rule, we generally provide a full data sync the first time you connect to Prosaic.

However, if you cancel your account and come back later, we may not be able to provide a full year of history again. In such cases, we recommend maintaining a live bank feed with Prosaic to ensure that we capture your expense transactions from the date you sign up for an account onward.