Tutorial5 min
Track Card Refunds in Notion with UK Bank Transactions
See which household returns still need chasing. Match a retailer’s refund promise to posted UK bank credits in Notion, including part-refunds and reversals.
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
Track Shared Household Expenses and Reimbursements in Excel
Use a bank-fed Excel ledger to separate household purchases, each person’s share, and reimbursements without counting the same expense twice.
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Tutorial5 min read
Build a Payday-to-Payday Budget in Excel for a UK Household
Plan around the days your household gets paid, using UK bank transactions, a bills calendar and a running cash balance between paydays.
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Tutorial5 min read
Build an Australian Mortgage Offset Tracker in Google Sheets
A transfer into an offset can make a good month look better than it was. Build a dated balance chart in Google Sheets and keep household spending separate.
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Tutorial5 min read
Build a 13-Week Cash-Flow Forecast in Excel with UK Bank Data
Combine a UK bank feed with a separate commitments sheet to see when cash may run short, test late payments, and keep forecasts distinct from actuals.
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Tutorial6 min read
YNAB Australia: Bank Sync with BankSync (2026)
Use YNAB with Australian bank accounts: understand the Direct Import gap, check BankSync early access, and set up a posted-transaction feed through CDR.
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Product Guide20 min read
How to Build a Financial Operating System with BankSync
Build a financial operating system for your personal life, business or accounting practice using BankSync Feeds, Enrichments, Tables, Dashboards, Workspaces and Client Portals.
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Tutorial7 min read
Link Bank Transactions to Receipts: A Cash-Flow Review in BankSync
Build a cash-flow review with linked Transactions and Receipts tables, missing-evidence views, and dashboard widgets that show what needs attention.
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Product Guide15 min read
Open Banking Client Portals for UK Accountants and Bookkeepers
Give each UK client an isolated portal to connect supported bank accounts through read-only Open Banking while your firm controls feeds, permissions and destination workflows.
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Tutorial15 min read
How to Build a UK Small Business Cash Flow Dashboard with Automatic Bank Feeds
Build a UK small-business cash flow dashboard from connected bank actuals, controlled forecast assumptions, transfer-aware classifications, alerts and a repeatable review process.
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Tutorial13 min read
How to Connect a UK Bank Account to Excel Automatically
Connect a supported UK bank to Microsoft Excel through read-only Open Banking, then automate transactions into a OneDrive or SharePoint workbook with controlled mapping and scheduling.
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Product Guide12 min read
BankSync Is Live in the UK: Automatic Bank Feeds for Sheets, Excel, Notion and Airtable
BankSync is now live in the UK. Connect supported UK bank accounts through read-only Open Banking and automate data into Google Sheets, Excel, Notion, Airtable, dashboards and more.
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