Charlie Financial
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Charlie Financial. Institution names are shown only to describe potential account-data coverage through supported third-party providers.
About Charlie Financial
BankSync may support connections to Charlie Financial accounts through supported third-party open banking providers. Availability can vary by account type, region, provider coverage, and the permissions granted by the account holder.
Supported Account Types
📝Transactions Schema
Bank transaction history including deposits, withdrawals, and transfers. Sync this data from Charlie Financial to your favorite productivity tools.
| Field | Type | Description | Examples |
|---|---|---|---|
ID | id | Unique ID of the transaction | txn_123abcplaid_456def |
Date | date | Date of the transaction | 2024-01-152024-12-31 |
Authorized Date | date | Date the transaction was authorized/initiated | 2024-01-142024-12-30 |
Description | string | Description of the transaction | Coffee Shop PurchaseSalary Deposit |
Merchant Name | string | Cleaned merchant name from provider enrichment, when available (e.g., "Starbucks" rather than the raw narration). Empty when the provider does not supply merchant enrichment for this transaction. | StarbucksColes Supermarket |
Original Description | string | The full, raw description exactly as it appears on your bank or card statement (e.g., "PUBLIX #19 JACKSONVILLE FL"), with the store number and location. Use this when "Description" looks shortened to just the merchant name. Currently available for banks connected via Plaid; empty for connections whose Description is already the raw statement text. | PUBLIX #19 JACKSONVILLE FLALDI 74115 JACKSONVILLE FL |
Credit Amount | currency | Amount credited in the transaction | 1250.500.00 |
Debit Amount | currency | Amount debited in the transaction | 45.990.00 |
Amount | currency | Signed transaction amount (negative = money out, positive = money in) | -45.991250.50 |
Category | category | Category of the transaction | Food & DiningTransportation |
Type | category | 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 | category | Type of account (e.g., "checking", "credit_card", "savings"). Use with Account Number to create custom display formats. | checkingcredit_card |
Account ID | id | Unique identifier for the account. Required for deduplication in Notion OVERWRITE mode. | plxQz3BRgnhJW4kMND8bHqVaPmXGv6fMW9PXnacc_123abc |
Bank ID | id | Unique identifier for the bank. Required for deduplication in Notion OVERWRITE mode. | item_abc123bank_xyz789 |
Sync destinations
Ready to Use BankSync with Charlie Financial?
Route supported Charlie Financial account data to your favorite productivity tools. Set up provider-based access in minutes, not hours.
Connecting Your Bank Accounts
Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.
Read Setup GuideBankSync is not affiliated with, endorsed by, or an official partner of Charlie Financial.