WizeFi pulls in transactions from the last full calendar month to help you create your new budget to reach financial independence. By looking at your last month's transactions, you can see a baseline for roughly how much you spend. From here, you can continue refining your budget to best fit your financial independence plan.

For example, if you signed up for WizeFi on August 21st and synced your accounts, WizeFi will pull in transactions from July, August, and all future months.

If you'd like to import more transactions, you can use the upload transactions feature. Simply go to the Transactions page, click the Upload icon, and follow the steps.

Note: You can only upload transactions up until one month before you created your WizeFi account. So if you created your WizeFi account in August, you'll only be able to upload transactions back to July.