How many records appear after connecting my bank?

When you first create a bank-connected account in Board, your entire record history will not be downloaded. Board should download your bank transaction history for the past 60-90 days (differs by bank).

Note: We are working on improvements to make the records' history even older. 

If you connect your previously bank-connected account in Board again, your records will still be downloaded, but only up to the most recent record previously taken from your bank. 

However, you could add older record history by using our Import feature on the Web:

1) Disconnect your bank account first in the Account's settings 
2) Choose a file from your computer or drag and drop a file.
3) Follow the instructions of Board though the setup steps.
4) In this account's settings Deactivate Imports and Connect to your bank.

 

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