Linking your bank account to FarmRaise Tracks is a great way to save time and simplify the process of tracking your farm or ranch finances. We know that automating this step makes it easier to focus on your operation instead of manually entering transactions.
How Far Back Can Transactions Be Pulled?
When you link your bank account using Plaid, our secure third-party partner, FarmRaise Tracks can currently pull up to 120 days of transactions. This means that when you connect your account, you’ll see the last 120 days of financial activity from your bank account automatically added to your FarmRaise Tracks account.
We understand that this may not capture all of the historical data you need—especially during busy seasons when tracking expenses and income is critical. While we’re working on expanding this feature in the future, we’ve got a solution to help you get fully up to date!
Need More Than 120 Days of Transactions? Use the Bulk Import Tool
For those who need to include transactions older than 120 days, FarmRaise Tracks offers a Bulk Import Tool. With this feature, you can easily upload historical financial data into your account. Here’s how you can use it:
Upload Bank Statements: Download past statements from your bank and upload them directly into FarmRaise Tracks.
Import Custom Spreadsheets: If you already track expenses in Excel, Google Sheets, or another tool, you can upload your spreadsheets into the system.
Import from Other Accounting Software: Have financial data stored in QuickBooks, Wave, or another platform? No problem—export that data and upload it into FarmRaise Tracks with ease.
Why This Matters for Your Operation
Whether you’re tracking input costs, loan payments, or farm income, accurate records help you:
Prepare for tax season
Stay on top of cash flow
Make informed financial decisions to keep your operation running smoothly
By combining Plaid’s automatic transaction sync with the Bulk Import Tool, you can get a complete financial picture of your farm or ranch without the hassle of manually entering every detail.
Next Steps
To link your bank account and start pulling transactions:
Navigate to Settings in FarmRaise Tracks.
Select Link Bank Account and follow the prompts.
Use the Bulk Import Tool if you need to add older transactions.
If you need help uploading files or using the Bulk Import Tool, feel free to reach out to our support team—we’re here to help!
We’re working hard to make tracking your farm finances as easy and efficient as possible. Thanks for trusting FarmRaise Tracks to support your operation!