> ## 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.

# Configure Your Bank Accounts

> After connecting your bank through Plaid, configure each account to choose which ones to sync and how much transaction history to import.

## How to configure

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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)       |
  </Step>

  <Step title="Save">
    Click **Save** to start syncing. Transactions will begin importing - this usually takes a few minutes.
  </Step>
</Steps>

## 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                     |

You can also see the **last sync timestamp** and **current balance** (current + available) for each account.

<Tip>
  You can change these settings anytime. If you started with 30 days and want more history later, just update the sync date range.
</Tip>