My bank or credit card only retrieved 90 days of data. How do I get more data into TaxTouch?

Some banks and credit cards limit the amount of historical data you can retrieve electronically. From your bank or credit card statement, you can add up the expenses you are missing as well as the income you are missing.

Enter one manual transaction for the total income and one manual transaction for the total expense.

You add a manual transaction by clicking the "+" in the top right corner.

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