Data History
Data History is the permanent record of how your bank data arrived. Every bank-feed sync, PDF upload and CSV or Excel import is listed, with the statements it produced. Use it to answer “where did this transaction come from?”, or to remove an import you no longer want.
Find it under Import Bank Data → Data History. You can also reach it from any file card on Mapping Statements by choosing View data history.
Browse your history
Section titled “Browse your history”The page is titled Data ingestion history. Choose a source with the buttons at the top:
| Source | What it lists |
|---|---|
| Plaid | Each sync from a live bank feed, by bank. |
| Each PDF statement you uploaded, by file name. | |
| CSV / Excel | Each spreadsheet you uploaded, by file name. |
Each entry shows when it happened, the bank or original file name, and how many transactions it brought in.
See the statements from one import
Section titled “See the statements from one import”-
Choose the source.
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Click View on the entry.
Associated statements lists every statement from that import, with its date, details, amount and category.
Delete an import
Section titled “Delete an import”You can delete one entry, or every entry for a source. Deleting removes the history record and every statement it produced. Any ledger entries those statements posted are reversed, so your reports update.
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To delete one entry, click the bin icon on its row. To delete everything for the source you are viewing, click Delete all at the top of the page. The button names the source, for example Delete all PDF.
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Bokapsys emails you a 6-digit code. Enter it.
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Click Confirm delete.