how do I see last years transactions

Anita

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.

What am I doing wrong???

Reeta Paudyal

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.

Regards,

Reeta