Configure Your Bank Accounts
After connecting your bank through Plaid, you’ll need to configure each account — choose which ones to sync and how much history to import.How to configure
Go to Account Configuration
After connecting, you’ll be taken to the configuration page automatically. You can also access it anytime at Bank Accounts → Configure.
Enable or disable sync per account
Toggle sync on or off for each connected account. For example, you might want to sync your business checking account but skip a personal savings account.
Choose your sync date range
Select how far back to pull transaction history:
| Option | Best for |
|---|---|
| Last 30 days | Just getting started, want to test things out |
| Last 90 days | Current quarter coverage |
| Last 6 months | Half-year view |
| Last 1-2 years | Full annual reporting |
| All available history | Maximum coverage (depends on your bank) |
Checking sync status
Each account shows a status badge:| Status | Meaning |
|---|---|
| Syncing | Transactions are being imported right now |
| Completed | Sync is up to date |
| Failed | Something went wrong — try reconnecting |
| Awaiting Configuration | You haven’t configured this account yet |
| Pending | Queued for processing |