Optimum Employer Solutions

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BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Optimum Employer Solutions. Institution names are shown only to describe potential account-data coverage through supported third-party providers.

Supported Account Types

🏦

CheckingChecking and current accounts

💰

SavingsSavings and deposit accounts

📝Transactions Schema

Bank transaction history including deposits, withdrawals, and transfers. Sync this data from Optimum Employer Solutions 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