Question 1

How do I connect my Coastal Financial Credit Union account to BankSync?

Accepted Answer

To connect your Coastal Financial Credit Union account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select Coastal Financial Credit Union 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 Coastal Financial Credit Union to Notion, Airtable, or Google Sheets?

Accepted Answer

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, and account balances from your Coastal Financial Credit Union accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my Coastal Financial Credit Union 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 Coastal Financial Credit Union data?

Accepted Answer

BankSync can sync your Coastal Financial Credit Union data as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed.

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