Automatic Transaction Pull with Plaid
When you link your bank account to FarmRaise Tracks through Plaid, the system automatically pulls transaction data from the past 120 days. This feature ensures that your recent financial activity is captured and analyzed without the need for manual data entry.
However, it's important to note that the exact number of days of transaction data pulled can vary depending on your bank. While many banks support the full 120-day data retrieval, some may provide fewer days of transaction history. This variability is due to different data sharing policies and technical capabilities across financial institutions.
Ensuring Comprehensive Yearly Data
If your goal is to track all financial transactions from the beginning of the year, relying solely on the automatic pull might not provide a complete picture, especially if you’re setting up FarmRaise Tracks later in the year. In such cases, it’s advisable to utilize the bulk import tool offered by FarmRaise. Here’s how to do it:
Contact FarmRaise Support: Reach out to the FarmRaise support team and request access to the bulk import tool.
Prepare Your Data: Collect and organize your bank transaction data from the beginning of the year. This may involve downloading transaction histories directly from your bank’s website.
Use the Bulk Import Tool: Follow the instructions provided by the FarmRaise support team to upload your data. This tool is designed to seamlessly integrate historical transactions into your FarmRaise Tracks account.