Question 1

How do I connect my Climate First Bank - Consumer account to BankSync?

Accepted Answer

To connect your Climate First Bank - Consumer account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Climate First Bank - Consumer 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 Climate First Bank - Consumer 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 Climate First Bank - Consumer accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my Climate First Bank - Consumer 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 Climate First Bank - Consumer data?

Accepted Answer

BankSync can sync your Climate First Bank - Consumer 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

Receipt Extractor

Bank Feeds

Receipt Extractor

Climate First Bank - Consumer

About Climate First Bank - Consumer

Supported Account Types

📝Transactions Schema

Ready to Connect Climate First Bank - Consumer?

Connecting Your Bank Accounts

Connect to

Similar Banks