how do I see last years transactions

Anita
Anita Member Posts: 7 Novice Member Novice Member
in Reckon One

I have manually downloaded the transactions but cannot go back to 2024 to allocate them.

I can see july 2024 has been downloaded but I cannot bring it up under the bank transaction dropdown to allocate it. It is only showing me 2025 transactions.

Screenshot (127).png Screenshot (126).png

What am I doing wrong???

Answers

  • Reeta
    Reeta Reckon Staff Posts: 361 Reckon Staff Reckon Staff

    Hi @Anita ,

    Could you please click the cog wheel icon in the top right corner of Reckon One page, go to Settings > Book Settings under the General section, and check the "Bankdata - Retrieve Last" field? If you need data from last year, set it to 365 days. This should resolve the issue.

    Let me know the outcome.

    image.png

    Regards,

    Reeta

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