Bank Statement → Notion

Your Bank Statements, Automatically in Notion

Upload a PDF statement or connect your bank. Transactions and balances flow into your Notion database with your field mapping — automatically, on your schedule. Build any finance tracker you can imagine.

Import to Notion Free See Notion templates

✓ 14-day free trial✓ Custom field mapping✓ 10,000+ banks supported

All your financial data, in Notion

More than just transactions — BankSync brings all financial data types into your workspace.

✓Transactions

Date, description, debit/credit, running balance

✓Account Balances

Opening & closing balance per statement

✓Investment Holdings

Positions, quantities, values from brokerage statements

✓Trades

Buy/sell activity from investment accounts

✓Loan Data

Balance, interest, payments from loan statements

What people build with bank data in Notion

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Personal finance tracker

Build a complete Notion finance dashboard. Import transactions automatically and use Notion's formulas, filters, and views for budgeting and tracking.

🏷️

Expense categorisation

Import bank transactions into Notion and categorise by type, project, or vendor using select properties. Filter and group any way you like.

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Business bookkeeping

Keep a structured record of all business transactions in Notion. Link to invoices, receipts, and documents in the same workspace.

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Investment portfolio

Import holdings and trades from brokerage statements into Notion. Build a custom portfolio tracker with your own fields and calculations.

Two ways to get bank data into Notion

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Document Extractor

Upload or forward PDF statements

Upload a PDF bank statement and BankSync's AI extracts every transaction and balance directly into your Notion database. Works with any bank, worldwide. Set up email forwarding for ongoing automation.

✓Works with any bank globally
✓Scanned & digital PDFs supported
✓Email forwarding for new statements
✓Custom Notion property mapping

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Bank Feeds

Live connection to your bank

Connect your bank directly. Transactions, balances, holdings, and loans sync automatically to Notion on your schedule — no statements needed, ever.

✓10,000+ banks across US & Canada
✓Transactions, balances, investments, loans
✓Auto-sync on your schedule
✓Real-time monitoring

Learn about Bank Feeds →

Frequently asked questions

How do I import bank statements into Notion?

With BankSync, upload a PDF bank statement or connect your bank via Bank Feeds. Select your Notion database as the destination, map the transaction fields to your Notion properties, and data syncs automatically. No manual copy-paste — every transaction appears as a Notion database row.

Can I automatically sync bank transactions to Notion?

Yes. BankSync's Bank Feeds feature connects to 10,000+ US and Canadian banks. Once connected, transactions sync automatically to your Notion database on a schedule you choose — daily, weekly, or monthly. New transactions appear without any manual work.

How does field mapping work for Notion?

BankSync lets you map each extracted field — date, description, amount, category — to the corresponding Notion database property. You choose which fields appear in which columns, and the mapping is saved so every future statement or sync uses the same structure.

Can I import bank statements into multiple Notion databases?

Yes. You can create multiple BankSync syncs, each pointing to a different Notion database. For example, route transactions from one account into a personal finance database and another account into a business expenses database.

Can I import investment holdings from brokerage statements into Notion?

Yes. BankSync extracts holdings, trades, and portfolio balances from brokerage statements and syncs them to Notion. This is useful for building a custom portfolio tracker in Notion with your own properties and views.

Is there a free way to import bank data into Notion?

Yes. BankSync offers a 14-day free trial with no credit card required, plus a free tier with 50 document extractions per month. This lets you test importing bank statements to Notion before committing to a paid plan.

Start importing bank statements into Notion

Upload a PDF or connect your bank. Data flows into your Notion database automatically.

Get Started Free

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