« Back to support home

Will all of my past transactions be simplified and categorized, too?

When we release these features, we will scan and process transactions back two years for each member.

Depending on your level of account activity and the number of accounts you have, it may take some time for this initial
scan to complete. If you log in and notice transactions from within the last year that don’t appear to have been scanned,
please wait a few days before contacting us to research.

Tell us about yourself