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View personal banking resources and calculators from Cadence Bank to help you streamline the way you manage your money and improve your financial health.

How far back will TotalMoney import my data from my primary institution and other institutions?

 

TotalMoney will import 90 days of transaction history from your primary institution. The amount of data that will be imported from other institutions depends on the institution. After the initial account setup, TotalMoney will pull new transactions from the last 30 days, so you must sign in at least once every 30 days to avoid creating a gap in your data.




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