Can I see 1st Source transactions older than 90 days when I start using FinanceWorks?
It depends on whether your financial institution makes older transactions available. Here’s how to give it a try: 1) Click the Settings link at the top of the FinanceWorks window. 2) Click the Profile tab. 3) Next to Find Missing Transactions, click Start. 4) Choose the account you want along with start and end dates. You can try to get any 90-day span of transactions. You can also use this feature to try to get more recent transactions in the rare event that they are missing. Just use it for each 90-day range of dates you want.