Mvelopes Customer Ideas

Option to import past transactions for offline bank account

I am an avid user of the mvelope system and have been for many years. Every once in a while the system develops a bug and I lose connection to my financial institution, unfortunately, that just happened. I have been disconnected for over 2 weeks. As a temporary work around I tried to add my financial institution as an offline account and then tried to import the last 2 weeks of transactions. I was not able to do this because of only being allowed to import transactions after the date the offline account was set up. Now I will have to manually type in a 100+ transactions. It would have been helpful to have been able to select a date range of previous transactions and imported them in after adding an offline account.

  • David Hagan
  • Jul 28 2021
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