# Bring in older history for a connected account

Fill a history gap with a bank CSV file and review overlapping or duplicate lines.

Canonical: https://demo.qixcount.com/help/banking/bring-in-older-bank-history

Who can do this: Owners; viewing needs *View reconciliations*; CSV import needs *Create bank accounts/transactions*

Where: Banking, then Bank accounts

You'll need: A connected account, its earliest imported date and a CSV file for the gap

## Fill the history gap

1. Open **Banking**, then **Bank accounts**.
2. Open the bank's More menu.
3. Select the Bring in older history action for the account, when offered.
4. Compare your books start with the date this connection reaches back to.
5. Download a CSV file for the gap from your bank's website.
6. Select **Choose CSV file and import settings**.
7. Check the preselected account and follow [Import a statement file](https://demo.qixcount.com/help/banking/import-a-statement-file).

The menu needs *Edit bank transactions*. Viewing the gap page needs *View reconciliations*; the CSV wizard needs *Create bank accounts/transactions*. If the menu is unavailable but you can import, open **Import CSV** from **Bank transactions** and select the account yourself. Both General and Nonprofit use this workflow.

## Understand the history limit

Connections created before the extended-history setup may reach back about 90 days. Their displayed reach comes from saved requested days or the earliest line received. New links request 730 days, but your selected history start and what the bank releases can shorten the import. Renewing or reconnecting restores access; it does not extend an old link's requested history. Linking again to extend history is not offered.

The gap link opens the full CSV wizard with the account and gap dates in its address. Those dates describe the gap; check that the file itself contains the intended dates. Review header, date format, columns and amount direction before importing. The wizard does not trim your file to the gap automatically.

## Check overlaps before posting

An exact match of date, amount, direction and description on the same account is skipped, including an existing bank-posted Plaid line. Identical previously imported data is also skipped. A match only to still-pending bank activity is imported for duplicate review instead.

Equal-amount lines in the same direction within three days are imported with a possible-duplicate flag. Check the statement and all feed tabs yourself; an unflagged row is not proof that it is unique. A proposed match to an entry you kept by hand still needs confirmation. No records are merged silently.

Read the imported, duplicate, skipped and error counts, then [review the bank feed](https://demo.qixcount.com/help/banking/bank-feed-overview). Imported lines start in review; eligible rules or history may subsequently [post without review](https://demo.qixcount.com/help/banking/post-without-review-and-undo) if enabled. The CSV workflow remains available when bank feeds are off. Sandbox history is simulated.