Transaction history

When a customer connects their account(s) via Connect and agrees to share their transactions with you, Bud will by default request up to 1 year's worth of transactions from the customer's bank. Depending on the account type and bank you may be able to retrieve a longer transaction window if needed.

Some of the providers we connect to don't provide the full 12 months of data.

In the table below you will be able to identify how much transaction history you can pull from various banks and account types. If you're interested in retrieving more than the default 1 year's worth of transactions, please speak with your Bud account manager or raise a support request.

Provider

Transactions history limitation

Bank Of America

Credit Cards: 11 months
All other account types: 18 months

Capital One

90 days

Citi

Credit Cards: 24 months
All other account types: 18 months

PNC

Credit Cards: 13 months
Loan: 13 months
All other account types: 24 months

TD Bank

Checking: 3 months
All other account types: 13 months

Trans America

Retirement: 18 months
All other account types: 12 months

US Bank

18 months

Wells Fargo

Credit Cards: 90 days or 300 transactions
Checking, Savings, and Money Market: 18 months
Line of credit and Installment Loan: 24 months
Investment: current + preceding 12 months

All other providers

24 months



If you have any questions, please contact us via the chatbot (bottom-right of screen 👉) or via a support request or check our FAQs.