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Browse our knowledge base to quickly find answers to many questions.
Why and How to Start
Introduction to Board
Board Application Use Case
Steps to Make Board Alive
Additional Tips for How to Start
Introduction to Accounts
Types of the Accounts
Account Creation and Settings
Bank Connection & Sync
Importing a File in Board
Additional Tips for Accounts
How often does my bank account update?
How many records appear after connecting my bank?
How to Import a data file to Board?
What data does Board look for in my file?
How do I correct missing records in Board?
Why does my bank need re-connection?
Introduction to Categories
Structure of Categories
Additional Tips for Categories
Introduction to Contacts
Additional Tips for Contacts