Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
How to configure
Configure during bank connection
After linking your bank through Plaid, you’ll be taken to the configuration page automatically. This is the only time you can configure sync settings and transaction history range.
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 |