Note: This article refers to expense accounts being imported from connected accounts.
As you know likely already know, you can import expenses into Bonsai automatically by connecting your bank account. 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.
Then once you connect your bank account, we ask you to select the time frame of the expenses you want to import, as shown below. The 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
Are you unable to connect your bank account?
Please check this article to know about the possible reasons.
All debit transactions like the ones listed below will be imported as expenses on your account:
Card transaction
ATM withdrawal
ACH pull transfers
ACH push transfers
Wires