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beanhub
example
Connect Banks
Edit American Express
Edit American Express
Path to output file
The path to dump bank transactions as a CSV file.
Schedule Type
Daily
Weekly
Monthly
Schedule Time
Time of the day to sync transactions
Schedule Weekdays
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Schedule Monthdays
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
13th
14th
15th
16th
17th
18th
19th
20th
21th
22th
23th
24th
25th
26th
27th
28th
29th
30th
31th
Mode
Paused
- Stop processing this connection
Sync
- Sync transactions from Plaid only
Sync/Commit
- Sync transactions from Plaid then commit the CSV files only
Sync/Import/Commit
- Sync transactions from Plaid then run BeanHub Import and commit the changes
Update