BankSync

Managing Your Feeds

Learn how to create, configure, and manage your feeds effectively.

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Feeds are the core of BankSync: each feed defines how one type of data flows from your bank accounts into one of your integrations (Google Sheets, Excel, Notion, Airtable, or a database). This guide covers the day-to-day work of editing, running, and monitoring feeds after you've created your first one.

Read feed health, use card actions, resume paused feeds, and open the editor.

Every feed appears as a card on the Feeds tab, so you can read its health without opening it:

A feed card named Operating Account to Notion showing 2 accounts flowing to Notion, a Transactions data type chip, a Daily schedule badge, and a green check indicating the last sync succeeded.
A feed card on the Feeds tab: source accounts, integration, data type, cadence, and last-run status at a glance.

Anatomy of a feed#

A feed carries exactly one data type: Transactions, Balances, Holdings, Trades, Orders, or Loans. If you want both transactions and balances from the same accounts, create two feeds. Each feed is configured across four steps in the feed editor, with an Overview tab summarizing the whole setup:

1. Sources

Select bank accounts

2. Destination

Choose which integration receives the data

3. Mapping

Map data fields to columns

4. Schedule

Set automation

The feed editor's At a glance panel shows whether each step is complete. A feed only runs once every row shows a real value.

The feed editor's At a glance summary panel showing four configured rows: From (the selected bank), To (the receiving integration), Mapping (number of mapped fields), and Schedule (the sync cadence), each with an edit link
The At a glance panel confirms all four steps are configured

Sources tab#

  1. Choose accounts from multiple banks

    Select any combination of accounts from your connected banks. Investment accounts can't be mixed with checking/savings accounts in the same feed.

  2. View account balances and types

    See current balances and account types (Checking, Savings, Credit Card, etc.).

  3. Save and continue later

    Your progress auto-saves; return to finish if banks aren't connected yet.

Destination tab#

  1. Select an integration

    In the Destination tab, choose which of your connected integrations receives the data.

  2. Specify the exact target

    Select the specific spreadsheet and sheet, database, base and table, or workbook within that integration.

  3. For Notion: search databases by name

    Use the search field to find databases quickly.

Mapping tab#

  • Select the data type: Transactions, Balances, Trades, Holdings, or Loans
  • Use "Auto fill" for automatic field suggestions
  • Drag and drop to reorder fields
  • Add or remove fields as needed
  • For balance-style feeds, choose Append (a new timestamped row each sync) or Overwrite (update the same rows in place)

See Configuring Field Mappings for the full walkthrough.

Schedule tab#

  • Enable or disable scheduled syncing
  • Choose a cadence: Hourly, Daily, or Weekly, or Manual (Hourly and Daily are gated by plan; see Setting Up Scheduled Feeds)
  • Pick the run hour (in your local time zone, shown next to the picker)
The Schedule tab with frequency cards for Hourly (marked PRO), Daily (selected), Weekly, and Manual, an hour picker labeled Run at showing the user's time zone, and a Schedule Forecast listing the next three and last three runs.
The Schedule tab: cadence cards, a local-time hour picker, and the run forecast.

How many feeds can I have?#

Feed limits depend on your workspace plan: Free allows 1 feed, Starter 2, Standard 5, and Professional, Business, and Enterprise have no feed limit. If you've hit your cap, the create button will tell you; see Managing Your Plan.

Running Feeds#

Incremental Sync

Syncs only new records since the last sync. Fast, avoids duplicates, and maintains cursor state. This is what scheduled runs do.

Start from the beginning

An optional Sync Now checkbox that re-fetches all available data from scratch. Useful if you suspect a gap, but it can duplicate rows that were already written.

A few behaviors worth knowing:

  • First run vs. later runs: the first run of a new feed backfills the history available from your bank. Every run after that is incremental.
  • Manual and scheduled runs mix safely: "Sync Now" uses the same read path and deduplication as scheduled syncs, so triggering a manual run never creates duplicates.
  • Overlap is safe: deduplication is keyed on the bank's unique record IDs, so re-running an already-synced date range writes nothing new.

Recommendation

Use the default incremental Sync Now for regular updates: it's fast and avoids duplicates. Reach for Start from the beginning only when you need a full re-fetch.

Monitoring Sync Jobs#

Click "History" on any feed to view sync history and job details:

Job Status#

Running

Job is processing

Completed

Finished successfully

Failed

Encountered errors

Paused

Paused by user

Job Metrics#

  • Records processed
  • Records written to your sheet, table, or database
  • Execution duration
  • Error details (if any), with remediation suggestions

For pausing, resuming, and retrying jobs, see Managing Sync Jobs.

Common pitfalls#

  • Editing the mapped columns: if you rename or delete columns in your sheet or database properties in Notion/Airtable, the feed's mapping can break. Update the Mapping tab after restructuring your sheet or table.
  • Two feeds, one account, one sheet: each feed deduplicates independently, so two feeds syncing the same account into the same sheet will double up rows. Keep one feed per account per target.
  • Expired connections: a feed silently depends on its bank connection and its integration staying authorized. If runs start failing, check the Banks tab and the Integrations tab first.

Pro Tips

• Start with a single account and integration to test your setup • Use descriptive feed names for easy identification • Run one manual sync and check the columns line up before scheduling • Monitor initial syncs to ensure data appears correctly • Set up scheduled syncs after confirming manual syncs work

Related guides#

View Sync Jobs Guide

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