BankSync

Getting Started with BankSync

Complete guide to setting up BankSync and syncing your financial data to Notion, Airtable, or Google Sheets.

2 min read

On this page

BankSync lets you automatically sync your banking data to tools like Google Sheets, Excel, Notion, and Airtable. This guide walks you through the complete setup process.

Watch the full walkthrough to get started with BankSync

Your workspace is organized into tabs along the top: Feeds, Banks, Integrations, Enrichments, Portals, and Settings. You will spend most of your time in the first three.

Feeds

Your data sync configurations

Banks

Connected bank accounts

Integrations

Connected apps like Google Sheets, Excel, Notion, and Airtable

Enrichments

Rules that clean and categorize data as it syncs

Quick Start Guide#

Get syncing in 3 steps

  1. Connect Your Bank

    Go to the Banks tab and click "Add Bank". Select your region, search for your bank, and complete the secure authentication flow with your institution.

  2. Add an Integration

    Go to the Integrations tab and connect Google Sheets, Excel, Notion, or Airtable by completing the authorization flow.

  3. Create a Feed

    Go to the Feeds tab and click the + button. Configure your feed across its tabs: Overview, Sources, Destination, Mapping, and Schedule.

Bank connections start on the Starter plan

The Free plan does not include bank connections (it covers the Document Extractor). Starter includes 1 bank connection, Standard 5, Professional 15, and Business 30. See Managing your plan for the full limits.

Auto-Save

Your feed configuration is automatically saved as you make changes. You'll see a status indicator showing when changes are saved.
The BankSync Connect Bank dialog with a search field showing the query Chase and matching institution result cards, each with the institution name, supported account-type tags, country flag, and provider name.
Step one: search for your institution in the Connect Bank dialog.
Step 1: connect your first bank.

What Can You Sync?#

Transactions

Individual transaction records from checking, savings, and credit card accounts

Balances

Account balance snapshots for net worth tracking over time

Trades

Investment transactions like buys, sells, and dividends from brokerage accounts

Holdings

Current portfolio positions including quantity, value, and cost basis

Loans

Loan and credit card data including balances, rates, and payment info

Creating a Feed#

When you create or edit a feed, the editor is organized into five tabs:

  1. Overview

    A summary of the feed and its sync status

  2. Sources

    Select which bank accounts to pull data from

  3. Destination

    Choose where to send the data (Google Sheets, Excel, Notion, Airtable, or a database)

  4. Mapping

    Map data fields to the columns or properties in your sheet, database, or table

  5. Schedule

    Optionally set up automatic Hourly, Daily, or Weekly syncs (or leave it Manual)

Sync cadence by plan

Weekly schedules are available on every plan. Daily is available from Standard, and Hourly from Professional.
The feed editor At a glance panel summarizing a configured feed: From Chase, To Sheets, Mapping 8 fields, Schedule Daily, each row with an edit link.
A fully configured feed, summarized in the At a glance panel.
Step 2: create a feed and watch the first sync land.

Running a Sync#

Once configured, you can run your sync in two ways:

Incremental Sync

Fetches only new data since your last sync. Fast and efficient for regular updates. This is the default option.

Date Range (Backfill)

Fetch historical data for a specific date range. Useful for initial setup or filling gaps in your data.

Security & Privacy#

Bank-Grade Security

BankSync connects through regulated open-banking providers such as Plaid, the same secure technology trusted by Venmo, Robinhood, and thousands of financial apps. Your credentials are encrypted and sent directly to your bank: we never see or store your passwords.
  • Read-only access: BankSync can only read your transaction data, never move money
  • Credentials never stored: your bank login goes directly to your bank, not our servers
  • Encrypted in transit and at rest: all data is protected with industry-standard encryption

Get Started Now

Related guides#

Use this page with your AI assistant

Every BankSync doc is available as plain Markdown for agents and LLMs.

View as MarkdownOpen in ChatGPTOpen in Claude