Hi [email protected] ,

Thanks for reaching out. I understand you're a new user looking to download your bank transactions for the year 2023 into Sage 50 and want to know if it's necessary to go month by month or if you can download the entire year's transactions at once.

According to the article "How to reconcile my account using Bank Feeds" from Sage Knowledgebase, when you connect your bank account to Sage 50 through Bank Feeds, you can choose the start date for the transactions you wish to download. However, you should be aware that the start date cannot include transactions you've already reconciled, and it defaults to the past 90 days. It's also important to note that while you can select a start date going back two years, the actual transactions available for download will depend on your bank's limits. Some banks may restrict downloads to a shorter period, such as 30 days.

Here's a quick guide on how to download transactions:

1. Connect your bank account to Sage 50 using Bank Feeds.
2. Select the start date for the transactions you want to download. This will typically allow for a range of up to 90 days, but can be limited by your bank's policies.
3. Download the transaction records from your selected start date through to the current date.

If you want to download transactions for the entire year and your bank supports it, you should be able to do so by selecting the appropriate start date. If you encounter any limitations or have specific questions about your bank's policies on transaction downloads, I would recommend contacting your bank directly for further assistance.

Should you require more detailed instructions or run into any issues, please don't hesitate to ask for help. 

Warm Regards,
Erzsi