Question 1

How do I connect my California Business Bank - MyCBB account to BankSync?

Accepted Answer

To connect your California Business Bank - MyCBB account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select California Business Bank - MyCBB from the list and complete the secure authorization process. Your credentials are never stored by BankSync - they go directly to your bank through secure open banking APIs.

Question 2

What data can I sync from California Business Bank - MyCBB to Notion, Airtable, or Google Sheets?

Accepted Answer

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, account balances, and loan accounts (credit cards, student loans, mortgages) from your California Business Bank - MyCBB accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my California Business Bank - MyCBB account to BankSync?

Accepted Answer

Yes, BankSync uses bank-grade security through PLAID open banking APIs. Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

Question 4

How often does BankSync sync my California Business Bank - MyCBB data?

Accepted Answer

BankSync can sync your California Business Bank - MyCBB data as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed.

Field	Type	Description	Examples
`ID`	string	Unique ID of the transaction	txn_123abcplaid_456def
`Date`	date	Date of the transaction	2024-01-152024-12-31
`Description`	string	Description of the transaction	Coffee Shop PurchaseSalary Deposit
`Credit Amount`	number	Amount credited in the transaction	1250.500.00
`Debit Amount`	number	Amount debited in the transaction	45.990.00
`Category`	string	Category of the transaction	Food & DiningTransportation
`Type`	string	Type of the transaction	debitcredit
`Bank`	string	Name of the bank	Chase BankBank of America
`Account (deprecated)`	string	⚠️ DEPRECATED: Inconsistent format across data types. Use "Account Name" for joining data, or combine "Account Number" and "Account Type" for custom display formats.	Checking AccountSCENE
`Account Name`	string	Friendly account name from the bank (e.g., "Chase Checking", "Premium Savings"). Consistent across all data types for joining transactions, balances, trades, holdings, and loans.	Chase CheckingPremium Savings
`Account Number`	string	Masked account number only (e.g., "****1234"). Use with Account Type to create custom display formats.	** 6017**1234
`Account Type`	string	Type of account (e.g., "checking", "credit_card", "savings"). Use with Account Number to create custom display formats.	checkingcredit_card
`Account ID`	string	Unique identifier for the account. Required for deduplication in Notion OVERWRITE mode.	plxQz3BRgnhJW4kMND8bHqVaPmXGv6fMW9PXnacc_123abc
`Bank ID`	string	Unique identifier for the bank. Required for deduplication in Notion OVERWRITE mode.	item_abc123bank_xyz789

Bank Feeds

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Bank Feeds

Receipt Extractor

California Business Bank - MyCBB

About California Business Bank - MyCBB

Supported Account Types

📝Transactions Schema

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