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Configure initial bank history in the connection UI

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Lars Nolden
2026-09-10 16:37:34 +02:00
parent bec6d0b444
commit f4c7d54575
10 changed files with 181 additions and 36 deletions
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README.md
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@@ -134,12 +134,13 @@ Open **Accounts → Connect your bank**:
1. Enter the bank's exact Enable Banking institution name.
2. Set the country to **DE** for a German bank.
3. Click **Authorize bank**.
4. Log in on your bank's page and approve account access.
3. Set **History to import (months)**: **12** by default, or another whole number from **1 to 120**.
4. Click **Authorize bank**.
5. Log in on your bank's page and approve account access.
Finance Duck verifies the callback state, exchanges the returned code for a `session_id`, stores the session locally with restrictive permissions, and wakes the synchronization worker immediately. You do not need to copy the code or session ID manually.
Initial synchronization requests **90 days of booked transactions per account**. Subsequent daily synchronization overlaps each account's last successful sync by **14 days**. **Sync now** starts a manual synchronization; older history can be imported with CSV.
Initial synchronization requests the selected number of **calendar months of booked transactions per account**, defaulting to **12 months**. The bank may provide less history. The choice is saved with the bank connection and reused on reconnection. Subsequent daily synchronization overlaps each account's last successful sync by **14 days**. **Sync now** starts a manual synchronization. Existing accounts keep their successful-sync cursors: changing the history choice or reconnecting does **not** backfill them. Older history can be imported with CSV.
### Reauthorize expired consent