Does “append new transactions” only add new transactions or does it also pull changes to already pulled data (eg if a tracking category is changed)?
Thank you for getting in touch.
The Append functionality is useful when downloading data on a regular basis - example, a list of Invoices on a monthly basis. Instead of Downloading the full list every time, you can choose Last Month as a date range and choose Append. This functionality does not check if a record is already present in the Excel.
I would suggest you look into the the article we have regarding Append and refresh.
Hope this helps.
Thanks David. I’m using the “account transactions” function so refresh isn’t an option and I have to re-run if I need to update but yes, your answer gave me what I need.
For info, I am doing this data pull primarily to create a database at which I can point PowerBi. It would be infinitely preferable if I could have the database auto- refresh in an Azure data warehouse. Is there a Datadear solution available for this already?