The BankSync field notes
Clear guides for connecting bank data, automating busywork, and building financial workflows that stay current.
A practical guide to MCP servers for personal finance — what to look for, what's available, and why BankSync is currently the most complete option for connecting AI agents to real bank data.
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Learn how to create a powerful budget spreadsheet app that automatically updates with your banking data from BankSync.
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Step-by-step guide to connecting Claude Desktop to your bank via the BankSync MCP server. Ask Claude about your transactions, balances, and investments in under 5 minutes.
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Understanding how open banking is revolutionizing financial services and empowering you to securely connect your banking data to tools like BankSync.
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Can't decide between Google Sheets and Notion for tracking your finances? This detailed comparison reveals which platform matches your workflow - plus how BankSync automates both with live bank data.
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Learn how to create a fully automated financial reporting system that saves time and provides deeper financial insights.
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Rocket Money charges up to 60% commission when they cancel subscriptions for you. Here's how to track your own subscriptions in Notion and keep 100% of your savings.
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Paying $180/year for Monarch Money but barely using it? I switched to syncing bank data directly to Notion and saved 50%. Here's the honest comparison, real costs, and who should use what.
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I downloaded PocketGuard because I wanted to know one thing: how much can I actually spend today? It answered that beautifully—until I wanted to know literally anything else.
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Empower (Personal Capital) gave me beautiful dashboards and free account aggregation. It also gave me three phone calls from financial advisors I didn't ask for.
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PocketSmith promised me financial forecasting superpowers. What I got was a complex app that took weeks to learn—when I already had Google Sheets open every day.
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I was a YNAB evangelist for years—until I realized I was forcing my entire financial life into their envelope system when I already had the perfect budgeting setup in Notion.
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