--- title: "How to Sync Balance Data" description: "Learn how to set up balance feeds to track your account balances over time in Notion, Google Sheets, or Airtable." section: "Bank feeds" canonical: "https://banksync.io/docs/bank-feeds/sync-balances" --- Balance feeds track your account balances over time. Build net worth dashboards, monitor cash flow, and maintain a historical record of your financial position. [Video: SYNC Bank Balances to Google Sheets](https://www.youtube.com/watch?v=Id-ZV3VVc9Q) - **Current Balance** — Point-in-time account balance snapshots - **Historical Tracking** — Track balance changes over time - **Multiple Accounts** — Monitor all accounts in one place [![Choosing a feed's data type in the source step: a credit-card account offering Transactions, Balances and Loans, and a brokerage offering Trades, Holdings and Orders, with each type mapping its own fields.](https://cdn.banksync.io/videos/feed-data-types.poster.aab068ddd35cd6f7.png)](https://cdn.banksync.io/videos/feed-data-types.74f141571e05bb47.mp4) [Watch: Choosing a feed's data type in the source step: a credit-card account offering Transactions, Balances and Loans, and a brokerage offering Trades, Holdings and Orders, with each type mapping its own fields.](https://cdn.banksync.io/videos/feed-data-types.74f141571e05bb47.mp4) ## 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.](https://cdn.banksync.io/screenshots/feeds/balance-modes.b9a90a6cedba53a9.png "Choose Append for balance history or Overwrite for a current-state dashboard.") ## Setting Up a Balance Feed **Setup Steps** 1. **Connect your bank** — Ensure the bank account is connected in the Banks tab. 2. **Create a balance feed** — Click Create Feed and select 'Balances' as the feed type in the Sources tab. 3. **Select accounts** — Choose which accounts to track balances for. You can include accounts from multiple banks in one feed. 4. **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. 5. **Choose Append or Overwrite** — Select Append for history or Overwrite for a current-state view. 6. **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](/docs/bank-feeds/sync-loans). ## Related guides - [How to Sync Loan Data](/docs/bank-feeds/sync-loans): track liability balances for the other half of net worth - [Setting Up Scheduled Feeds](/docs/bank-feeds/scheduling-feeds): cadence options, UTC timing, and which plans get Daily and Hourly - [Configuring Field Mappings](/docs/bank-feeds/field-mappings): full reference for the Mapping tab, including Append and Overwrite - [Creating Your First Feed](/docs/bank-feeds/creating-first-feed): the end-to-end feed setup walkthrough [Create Your First Feed](/docs/bank-feeds/creating-first-feed)