How to Sync Balance Data

Learn how to set up balance feeds to track your account balances over time in Notion, Google Sheets, or Airtable.

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Balance Data Fields
Append vs. Overwrite
Setting Up a Balance Feed
What happens on each sync
Common Use Cases
Common pitfalls
Related guides

Balance feeds track your account balances over time. Build net worth dashboards, monitor cash flow, and maintain a historical record of your financial position.

Watch how to set up balance syncing with Google Sheets

Current Balance

Point-in-time account balance snapshots

Historical Tracking

Track balance changes over time

Multiple Accounts

Monitor all accounts in one place

Picking Balances and its write mode.

Balance Data Fields#

Current Balance

The account's current balance

Available Balance

Funds available to spend

Account Name

Account identifier

As Of Date

Balance snapshot date

Currency

Account currency

Account Type

Checking, savings, etc.

Append vs. Overwrite#

Balances are point-in-time values, not a history your bank stores for you. Each sync captures the balance as it is right now, and the sync mode you pick in the Mapping tab decides what happens to that value in your sheet or table:

Append

Adds a new timestamped row each sync, one per account. Your history builds up sync by sync, so this is how you get balance-over-time charts.

Overwrite

Updates the same rows in place, keeping only the latest balance for each account. Best for dashboards that show current state only.

History starts when the feed starts

Unlike transactions, balances can't be backfilled: banks report the current balance, not what it was last March. Your first sync writes today's balance, and history accumulates from there. If you want a long-term record, set up an Append feed sooner rather than later.

The Mapping tab for a balances feed writing to Google Sheets, showing the balance mode selection cards: Append, which adds a new timestamped row each sync, selected, and Overwrite, which updates the same rows in place. — Choose Append for balance history or Overwrite for a current-state dashboard.

Setting Up a Balance Feed#

Setup Steps

Connect your bank
Ensure the bank account is connected in the Banks tab.
Create a balance feed
Click Create Feed and select 'Balances' as the feed type in the Sources tab.
Select accounts
Choose which accounts to track balances for. You can include accounts from multiple banks in one feed.
Pick an integration
In the Destination tab, choose which integration receives the data, then map balance fields to the columns in your sheet or table.
Choose Append or Overwrite
Select Append for history or Overwrite for a current-state view.
Configure schedule
Set how often to capture balances. Daily is the sweet spot for net worth tracking; note that Daily requires the Standard plan or higher (see the scheduling guide).

What happens on each sync#

First sync: one balance value is written per selected account.
Subsequent syncs: in Append mode, a new row per account is added each run; in Overwrite mode, each account's existing row is updated in place.
Cadence determines granularity: a weekly Append feed produces one data point per account per week. You can't fill the gaps later, so pick the cadence that matches the resolution you want.

Common Use Cases#

Net Worth Tracking

Sum all account balances to track total net worth over time

Cash Flow Monitoring

Watch checking account balances to manage cash flow

Financial Dashboard

Build a central dashboard showing all account balances

Daily Append snapshots

For net worth tracking, use a daily schedule with Append mode. This creates a historical record you can chart to visualize your financial progress over weeks, months, and years.

Common pitfalls#

Picking Overwrite when you wanted history: Overwrite keeps only the latest value. If your chart only ever shows one point per account, switch the feed to Append.
Editing Append rows manually: the feed adds rows below (or alongside) existing data; reordering or deleting synced rows in your sheet can make the history confusing. Do analysis in a separate tab that references the synced sheet.
Including loan accounts: liabilities have their own feed type with loan-specific fields. See How to Sync Loan Data.

How to Sync Loan Data: track liability balances for the other half of net worth
Setting Up Scheduled Feeds: cadence options, UTC timing, and which plans get Daily and Hourly
Configuring Field Mappings: full reference for the Mapping tab, including Append and Overwrite
Creating Your First Feed: the end-to-end feed setup walkthrough

Create Your First Feed