Wells Fargo New and Upgraded

mgarbesi · January 22

@Stevie LaFortune I have successfully set up new bank feed for corporate credit cards and have assigned cards to employees. I used 11/30/2019 as the transaction start date and have updated cards to January 22, 2020. All of December 2019 transactions are not appearing.

Cheryl Walsh · January 23

Hi @mgarbesi! Wells Fargo request that Expensify import a maximum of 30 days of transactions from the day the card is imported. If December is missing I suggest you import the transactions from December using a CSV file. If you have any other questions feel free to reach out to [email protected] who will be able to take a closer look! Thanks so much for reaching out to our community!

mgarbesi · January 23

NOWHERE is this range of 30 days stated. Please show me this.

Stevie LaFortune · January 28

@mgarbesi All banks are different in the amount of data they supply when the connection is first established. It ranges from 30 to 90 days, Wells Fargo happens to supply 30 days worth of expenses.

Wells Fargo New and Upgraded

Answers