Tutorial12 min read
How to Build a Cash Runway Dashboard for a Startup
Build a startup cash runway dashboard from bank balances, burn-rate assumptions, recurring costs and scenario-ready metrics.
Read guideThe BankSync field notes
Practical systems for calmer financial operations.
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
Built by people who automate this stuff ↗
Tutorial15 min read
Build a Self-Hosted Finance App with SimpleFIN and BankSync
A practical architecture for a hobbyist bank-sync app: token claim, secure storage, account mapping, idempotent imports and scheduling.
Read guide
Tutorial14 min read
How to Build a Multi-Bank Treasury Dashboard
Design a multi-bank treasury dashboard for cash position, concentration, liquidity and transfer visibility without losing account-level evidence.
Read guide
Tutorial10 min read
How to Sync Brokerage Holdings to Google Sheets Automatically (2026)
Connect a brokerage account and automatically sync holdings, trades, balances and settled cash to Google Sheets—without repeated CSV exports.
Read guide
Tutorial11 min read
Connect MoneyMatter to BankSync with SimpleFIN
Connect MoneyMatter’s self-hosted or cloud app to BankSync through SimpleFIN and verify multi-currency accounts, investments and MCP access.
Read guide
Tutorial13 min read
How to Build a Business Cash Flow Dashboard with Live Bank Feeds
Build a practical business cash flow dashboard from live bank feeds, structured transaction data, enrichment rules and decision-ready charts.
Read guide
Tutorial12 min read
How to Sync Australian Bank Transactions to Google Sheets or Excel (2026)
Learn how to sync Australian bank transactions to Google Sheets or Excel through the Consumer Data Right, with setup steps, security details and practical limitations.
Read guide
Tutorial11 min read
Connect Sparky Budget to BankSync with SimpleFIN
Configure Sparky Budget’s SimpleFIN token, Docker environment and saved access URL for reliable BankSync-powered imports.
Read guide
Tutorial11 min read
Connect Buckets to BankSync with SimpleFIN
Connect supported bank accounts to the Buckets desktop app through BankSync and SimpleFIN, then reconcile and backfill safely.
Read guide
Tutorial12 min read
How to Import Bank Transactions Into Excel Automatically (2026 Guide)
Import bank transactions into Excel automatically after Money in Excel: compare CSV imports, Power Query, add-ins and scheduled bank feeds.
Read guide
Tutorial11 min read
Connect Firefly III to BankSync with SimpleFIN
Configure Firefly III’s separate Data Importer for a BankSync SimpleFIN connection, account mapping, automation and deduplication.
Read guide
Tutorial10 min read
How to Build a Budget Spreadsheet That Updates Itself (2026)
Build a self-updating budget spreadsheet in Google Sheets or Excel using automatic bank feeds, transaction categorisation, live totals and a simple weekly review.
Read guide