What Is an Ingestion Date?
An ingestion date is the starting point from which transactions are pulled from an integration into Puzzle.
If your ingestion start date is April 1, 2024, transactions before that date will not sync.
If you need transactions starting from April 1, 2020, the ingestion start date must be updated to reflect that earlier date.
Who Can Update Ingestion Dates?
Ingestion dates can be reviewed and updated by users with Full Access or Account Owner permissions.
When Should You Check Your Ingestion Dates?
Review your ingestion dates if:
Transactions are missing from an integration
An integration appears connected but shows no data
You recently connected an integration and expected older data to sync
You reconnected or reset an integration
How to Review Your Integration Ingestion Dates
Navigate to Integrations in the left-hand sidebar
Click into the account you want to review
3. Locate the Ingestion Start Date field to see the current setting and review the dates
4. Review the date currently listed and update as needed.
📌 The ingestion start date should match the earliest date you want transactions pulled from. Please note that we can usually only pull ~2 years worth of data.
How to Update an Ingestion Date
From the integration settings page, click the Pencil icon to enter edit mode
2. Update the Ingestion Start Date to your desired date
Example: Change from April 1, 2024 → April 1, 2020
3. Enable the "Remove transactions posted before the ingestion start date" toggle to apply this change to existing transactions.
4. Click Confirm to save
⚠️ The toggle must be turned on for any data to be removed or recreated. Saving a new date without enabling the toggle will not change what data appears in Puzzle.
Understanding the Remove Transactions Toggle
The toggle does different things depending on which direction you're moving the start date.
Moving the start date forward (removing older data)
If you move the start date to a more recent date, enabling the toggle will remove transactions that fall before the new start date from Puzzle.
Example: Your start date is Jan 1, 2024. You move it to Jan 1, 2026 and enable the toggle → transactions from 2024 and 2025 are removed from Puzzle.
Moving the start date backward (recreating older data)
If you move the start date to an earlier date, enabling the toggle will attempt to recreate transactions from that period.
Example: You moved your start date forward to 2026 but now want the 2024–2025 data back. Move the date back to Jan 1, 2024 and enable the toggle → Puzzle will attempt to recreate those transactions.
Important: Recreated transactions come back without any prior categorizations. You will need to re-categorize them manually.
If you didn’t get all the historical data you expected, please contact our Customer Support directly at [email protected]!
Important Notes
Updating the ingestion date does not create duplicate transactions
Some integrations may have limits on how far back data can be pulled
Bank data via Plaid typically only goes back 2 years due to bank limitations. If you need more than 2 years of bank history, you can manually upload transactions via CSV
If you're unsure which date to use, choose the earliest date you need accurate records from
Still Having Issues?
If you've updated your ingestion date and data is still missing or incorrect, contact support ([email protected]) and include:
The name of the integration
The ingestion start date you've set
The date range of missing transactions