--- title: "Configuring Field Mappings" description: "Learn how to map bank data fields to the columns in your sheet, table, or database for precise data synchronization." section: "Bank feeds" canonical: "https://banksync.io/docs/bank-feeds/field-mappings" --- The **Mapping** tab is where you configure exactly what data gets synced and which columns it lands in. This guide walks through the interface and all available options. > **Prerequisites:** Before configuring field mappings, complete the Sources and Destination tabs in your feed configuration. Field mapping requires knowing which accounts you're syncing from and which integration you're syncing to. [![Configuring field mappings in the feed editor: the Mapping tab with bank fields auto-mapped to Notion properties, opening a row's destination picker to browse properties, adding a custom Category field, and the Advanced subtab's write-mode choice.](https://cdn.banksync.io/videos/field-mappings.poster.37d7e96a499943f0.png)](https://cdn.banksync.io/videos/field-mappings.f097b9e7a2e7026b.mp4) [Watch: Configuring field mappings in the feed editor: the Mapping tab with bank fields auto-mapped to Notion properties, opening a row's destination picker to browse properties, adding a custom Category field, and the Advanced subtab's write-mode choice.](https://cdn.banksync.io/videos/field-mappings.f097b9e7a2e7026b.mp4) ## Step 1: Choose What to Sync At the top of the **Mapping** tab, you'll see visual cards for each feed type. Each feed carries one data type; select the one you want: - **Transactions** — Individual transaction records with dates, amounts, descriptions - **Balances** — Account balance snapshots, tracked over time or kept current - **Trades** — Investment transactions (buys, sells, dividends) - **Holdings** — Current investment positions in your portfolio - **Loans** — Mortgages, credit lines, and other liabilities - **Orders** — Open and pending brokerage orders > **Account Compatibility:** Available feed types depend on your selected accounts. Investment accounts (Trades, Holdings, Orders) can't be mixed with depository accounts (Checking, Savings) in the same feed. ## Step 2: Balance Sync Mode When syncing balances (or other point-in-time data like holdings and loans), choose how updates are written: - **Append** — Adds a new row each sync with a timestamp. Use this to track changes over time and build historical data. - **Overwrite** — Updates the same rows in place, keeping only the most recent value for each account. Best for dashboards showing current state. ## Step 3: Map Your Fields The field mapping section shows two areas: ### Mapped Fields (Top) Shows fields currently included in your feed. Each row displays: - **Source Field** — The bank data field (e.g., Date, Description, Amount) - **Target Column** — The column or property it maps to in your sheet, table, or database - **Drag Handle** — Reorder fields by dragging - **Remove Button** — Click X to remove a field from the mapping ### Available Fields (Bottom) Shows fields not yet added to your mapping. Click the plus icon or drag a field card to add it. ### Using Auto-Fill Click the Auto fill button (with sparkle icon) to automatically match source fields to the columns in your sheet or table: - For Google Sheets: Auto-assigns sequential column letters (A, B, C...) to each field - For Notion/Airtable: Matches fields by name similarity (e.g., "Date" → "Date" column) > **Auto-Fill Behavior:** Auto-fill only fills fields that aren't mapped to a column yet. If you've already mapped some fields, it will only fill the remaining unmapped ones. ![The Mapping tab for a transactions feed writing to Notion: a green banner reads All 3 fields mapped successfully above a table mapping the transaction fields Amount, Date, and Description to the Notion properties Amount, Date, and Description, with Clear fields and Auto-fill controls and a note that all available fields are added.](https://cdn.banksync.io/screenshots/feeds/field-mapping.2ab47ec069310b16.png "The Mapping tab with every field mapped: the banner flips green when nothing needs attention.") ## Mapping by Integration How you target columns depends on which integration the feed writes to. ### Google Sheets You map each field to a column reference (A, B, C, etc.). The order of your field mappings determines which data goes in which column. - **Date → A** — Transaction date - **Description → B** — Merchant name - **Debit → C** — Money out - **Credit → D** — Money in A nuance worth knowing: column references are positional. If you insert or delete columns in your sheet later, the mapped letters keep pointing at the same positions, so revisit the **Mapping** tab after restructuring a sheet. ### Notion & Airtable You map to specific database properties. BankSync fetches your database schema and shows a dropdown of available properties: - BankSync validates field type compatibility (date → date, number → number) - Warnings appear if types don't match - Used properties show as greyed out to prevent duplicate mappings Because properties are referenced by name rather than position, renaming or deleting a property in Notion or Airtable breaks the mapping until you re-select it. ## Transaction Fields Reference - **Date** — Transaction date (Date type) - **Description** — Transaction description (Text) - **Credit Amount** — Amount credited (Number) - **Debit Amount** — Amount debited (Number) - **Category** — Transaction category (Text) - **Type** — Transaction type (Text) - **Bank** — Bank name (Text) - **Account** — Account name (Text) - **ID** — Unique identifier (Text) ## Tips for Effective Field Mapping 1. **Start with essential fields** — For transactions, Date, Description, and Amount fields are usually most important. Add more fields as needed. 2. **Use Bank and Account for filtering** — If syncing multiple accounts, include these fields to easily filter and analyze data by source. 3. **Match field types when possible** — Mapping number fields to number columns enables sorting and calculations in your sheet or database. 4. **Save incomplete mappings** — Not ready to finish? Your configuration auto-saves, and you can return to complete it later. > **Next Steps:** 'After configuring your field mappings, proceed to the Schedule tab to set when your feed runs, or click Run Now to test your configuration immediately.' ## Related guides - [Setting Up Scheduled Feeds](/docs/bank-feeds/scheduling-feeds): the next step after mapping - [Creating Your First Feed](/docs/bank-feeds/creating-first-feed): the end-to-end setup walkthrough this tab belongs to - [Creating Enrichments](/docs/enrichments/creating-enrichments): transform and categorize data before it reaches your columns - [Troubleshooting Guide](/docs/bank-feeds/troubleshooting-guide): fixes for property mismatches and broken mappings [View Scheduling Guide](/docs/bank-feeds/scheduling-feeds)