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Discover how many months of expenses can be imported
Discover how many months of expenses can be imported

Learn more about the available time periods when importing transactions from a linked credit card or bank account.

Updated over a month ago

With Bonsai, you can connect your bank account or credit card to import your expenses automatically.

Once you've selected the account and authorized the connection, you can specify the time period for which you want your expenses to be synced to Bonsai from your bank account.

Exploring how many months of expenses can be imported

Once your bank account or credit card has been linked, you will be prompted to select the time frame of the expenses you want to import.

The available options are:

  • Last 3 months

  • Last 6 months

  • Last 12 months

  • Expenses since the beginning of this year

  • Expenses since the beginning of last year

Supported transaction types

All debit transactions from your linked account will be imported as expenses, including:

  • Card transactions

  • ATM withdrawals

  • ACH pull transfers

  • ACH push transfers

  • Wire transfers

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