Now LivePractical tips articles for connecting financial data and automating the work around it.
You can see the account in online banking, but it disappears when you connect a bank feed. Check the bank login, business sharing authority and account scope in order.
Read guide
Trace a missing YNAB transaction from bank posting to account mapping and destination access, with practical checks for BankSync feeds in AU, UK and Europe.
Read guide
Threat-model a SimpleFIN connection from one-time setup token to encrypted access URL, scheduled reads and revocation.
Read guide
That ring light you bought for TikTok? Tax deductible. Those props for cooking videos? Also deductible. Here's every expense content creators can write off - and how to track them without losing your mind.
Read guide
Connect BankSync MCP to Claude, Cursor, or ChatGPT and stop guessing about your finances. Here are 10 genuinely useful questions to ask your AI once you have real bank data connected.
Read guide
Learn how to create a powerful budget spreadsheet app that automatically updates with your banking data from BankSync.
Read guide