When you first add an account Personal Capital will retrieve 1-3 months worth of transactions, this varies by financial institution. Within each account type the type of information we will be able to display will differ as well. For example
Bank accounts: Not all financial institutions provide pending transactions (these are transactions that the bank is aware of but hasn't finalized yet, frequently they are debit card authorization). We will attempt to pull in 1 year of data, but how much data we can fetch is determined by the financial institution.
Credit Cards: We can provide your current interest rate for some credit cards but not all credit cards provide that information to us.
Loans & Mortgages: Not all financial institutions provide the breakdown between principal and interest, interest rates, and in some cases transactions aren't provided just the current balance.
Investments: We receive transaction dates, descriptions, action (buy, sell, reinvest, dividend, etc) shares and amount.
If you are missing current data or have incorrect data from your accounts please let us know and we will work to add it.
Note: Personal Capital currently does not allow for importing historical data from excel or other documents.