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BankSync

Sync Canadian bank data to Notion

Transactions, balances and holdings from any CDB-accessible Canadian bank land in Notion on a schedule, read-only and mapped to your columns.

Start free trialAll Canada options →
RBC Chequing and TD Visa, synced at 6:02am into the Transactions database.

Canadian banks to Notion, in three steps.

  1. 01

    Connect your Canadian bank

    Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access on your bank’s own consent screen.

    RBCRead-only
    TDRead-only
    ScotiabankRead-only
    ConsentBank’s own screen
  2. 02

    Map fields into Notion

    Connect your Notion workspace and map BankSync fields to its columns or properties.

    MerchantName · Title
    AmountAmount · Number
    CategoryCategory · Select
    DateDate · Date
    AccountAccount · Select
  3. 03

    Save and sync

    Your bank data appears in Notion on the next run. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Notion, start to finish.

Authorize Notion once, then sync bank data into your databases. Filmed with sample accounts.

What lands in your database.

Name
The description the bank gives the transaction. Loblaws
Amount
Signed, in the account’s currency: money out is negative. -$92.14
Category
A spending category you can filter, group and chart by. Groceries
Date
The day the bank posted the transaction. October 19, 2026
Account
The account the row came from, so several banks share one table. RBC Chequing
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

Canadian banks we support.

Credit unions

All Canadian institutions (185)

Browse all 185 Canadian banks →

Canadian banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Canadian banks to Notion, in short.

How
BankSync syncs supported Canadian account data from CDB-accessible banks to Notion. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated CDB consent flow; banking credentials are never stored.
CDB
Consumer-Driven Banking, regulated by Department of Finance Canada. Canada's Consumer-Driven Banking framework (rolling out 2025-2026) provides a regulated path for sharing bank data. Until full rollout, BankSync routes through Plaid under existing data-sharing agreements.Consumer-Driven Banking Act
Data
Transactions, balances and holdings, where the provider, account type and your consent support them. Database-driven dashboards.
History
United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations
Canadian → Google SheetsCanadian → AirtableCanadian → Excel

Questions, answered.

How do I sync Canadian bank data to Notion?

Sign up for BankSync, connect your Canadian bank via the CDB consent flow, choose Notion as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Which Canadian banks can I sync to Notion?

Every CDB-accessible institution. That includes the major banks (RBC Royal Bank, TD Canada Trust, Scotiabank, BMO), neobanks, regional banks, and credit unions.

Is my Canadian banking data safe?

Yes. BankSync only ever holds a scoped, revocable CDB consent, never your bank credentials. All connections are made through licensed providers (Plaid).

How often does Notion update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple Canadian banks to the same Notion workspace?

Yes. Connect as many Canadian institutions as you want; BankSync writes them all into the same Notion database with an account column so you can filter by bank.

Is BankSync available in Canada?

Yes. BankSync is live in Canada and supports the Big 6 (RBC, TD, Scotiabank, BMO, CIBC, National Bank), digital banks like Tangerine and EQ Bank, and major credit unions like Desjardins. We connect through Plaid.

When will Canadian Open Banking go live?

Canada's Consumer-Driven Banking framework was passed in 2024 and is rolling out through 2025-2026. BankSync will migrate to the regulated framework as soon as it is live, with no change required from users.

Sync Canadian bank data to Notion.

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