Bank accounts connected through Plaid automatically display the account’s transactions on Timeline.

If your bank account is not supported by Plaid, don’t worry, you can still view your transactions on Timeline.

To do this, you will need to contact your Fincent bookkeeper, and they will manually add the bank account and import the transactions using a CSV import.

You will need to grant your bookkeeper read-only access to your bank account or provide them with your bank statements. This will allow your bookkeeper to import the transactions. Once this is done, you will be able to see your transactions on Timeline.