Yodlee Import problem for 2016 transactions

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Hi all,

I'm having a problem importing the bank transactions using the Yodlee integration for the 2016 period.

I was able to successfully import all of 2017 with no problems but nothing appears when trying to import 2016. No matter what date range I choose, after I hit "Ok", no new lines are created.

I'm hoping that someone will have an idea as to why this is occurring.

Thanks!

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Financial Management

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Jennifer Reinhardt Microsoft Employee on at

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Hello,

Thank you for your question.

By default, the transactions that are available to download are 90 days from when the individual signed up with Yodlee. Some countries and banks may allow for more, but we currently only support 90 days.

Regards,

Jennifer Reinhardt

Please see our Dynamics 365 Financials Support Team Blog for helpful information:

blogs.msdn.microsoft.com/dyn365finsupport