How to configure
1
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.
2
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.
3
Choose your sync date range
Select how far back to pull transaction history:
4
Save
Click Save to start syncing. Transactions will begin importing - this usually takes a few minutes.
Checking sync status
Each account shows a status badge:
You can also see the last sync timestamp and current balance (current + available) for each account.