Tutorial5 min read
Switch to BankSync for YNAB Without Duplicate Transactions
A practical handover checklist for moving a YNAB account from file imports or Direct Import to BankSync, with balance, currency and first-sync checks.
Read guidePractical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Tutorial5 min read
Review UK Bank Accounts in Securo with BankSync
Connect supported UK accounts to a self-hosted Securo instance and verify account scope, freshness, transfers and currency before trusting the overview.
Read guide
Tutorial5 min read
Bring UK Bank Accounts into Sure: A Household Ledger Checklist
Use BankSync's SimpleFIN access for supported UK accounts, then verify Sure's account mapping and household reporting scope.
Read guide
Tutorial6 min read
MTD Excel Spreadsheet Bank Feed: A Practical Setup
Build a controlled Excel source tab for UK bank transactions, then keep VAT review and the compatible MTD submission route separate.
Read guide
Tutorial6 min read
The Bank Feed for Your MTD Spreadsheet
Keep an MTD spreadsheet supplied with authorised UK bank transactions while compatible software handles quarterly updates and filing.
Read guide
Explainer7 min read
From Screen Scraping to Secure APIs: The Evolution of Bank Data Connectivity
Bank data has moved from CSV exports and fragile login automation to scoped, revocable API access. Here is what changed—and how to evaluate a modern bank feed.
Read guide
Comparison6 min read
BudgetSheet Alternative: BankSync vs BudgetSheet (2026)
BudgetSheet is a focused Google Sheets add-on for US and Canadian banks. BankSync adds Australian and UK banks, destinations beyond Sheets, and AI agents via MCP. An honest comparison of features, coverage and price.
Read guide
Comparison6 min read
Finta Alternative: BankSync vs Finta (2026)
Finta and BankSync both sync bank data to Google Sheets, Notion and Airtable and expose it to AI agents via MCP. The differences are coverage (Australia vs continental Europe), destinations, history depth and price.
Read guide
Tutorial5 min read
Add Older UK Bank History to Actual Budget Without Losing the Thread
Combine older bank exports with a live BankSync connection using a clear cutover date, import checks and account reconciliation.
Read guide
Tutorial5 min read
Your First Month with UK Bank Sync in Actual Budget
Connect supported UK accounts through BankSync, verify account mapping and build a first-month routine around reconciliation rather than import counts.
Read guide
Explainer8 min read
You shipped it in the app. You forgot the MCP tool and the CLI.
AI coding agents can make a change pass tests while missing the API, docs, observability or recovery path a real feature owes. Build a definition of done your repository can prove.
Read guide
Comparison5 min read
YNAB CSV Import vs Bank Sync: UK, EU and Australia
Compare file imports, YNAB Direct Import and BankSync feeds by effort, coverage and account setup, with practical guidance for Australia, the UK and Europe.
Read guide