--- title: "Getting Started with BankSync" description: "Complete guide to setting up BankSync and syncing your financial data to Notion, Airtable, or Google Sheets." section: "Getting started" canonical: "https://banksync.io/docs/getting-started/quickstart" --- 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. [Video: Complete Setup Walkthrough](https://www.youtube.com/watch?v=kt_8iQ1dicA) 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.](https://cdn.banksync.io/screenshots/banks/connect-search.53262ba3c1a27f9a.png "Step one: search for your institution in the Connect Bank dialog.") [![The full bank connection flow in the BankSync app: opening the Connect a new bank tile on the Banks page, searching for Chase in the Connect Bank dialog, signing in through the provider's secure window, the Authorization Successful confirmation, and the new Chase bank card appearing on the Banks page.](https://cdn.banksync.io/videos/connect-a-bank.poster.66e1177970490809.png)](https://cdn.banksync.io/videos/connect-a-bank.68a0b74986eed503.mp4) [Watch: The full bank connection flow in the BankSync app: opening the Connect a new bank tile on the Banks page, searching for Chase in the Connect Bank dialog, signing in through the provider's secure window, the Authorization Successful confirmation, and the new Chase bank card appearing on the Banks page.](https://cdn.banksync.io/videos/connect-a-bank.68a0b74986eed503.mp4) ## 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.](https://cdn.banksync.io/screenshots/feeds/sync-at-a-glance.9ab0f122dcacd92a.png "A fully configured feed, summarized in the At a glance panel.") [![The complete first-feed setup: choosing Bank Sync as the source, selecting a Chase account, picking a Notion database as the destination, mapping the amount, date and description fields, setting a daily schedule, and triggering the first sync.](https://cdn.banksync.io/videos/create-feed-and-sync.poster.d4c039ebcdad5076.png)](https://cdn.banksync.io/videos/create-feed-and-sync.1b927dcf6b8418b4.mp4) [Watch: The complete first-feed setup: choosing Bank Sync as the source, selecting a Chase account, picking a Notion database as the destination, mapping the amount, date and description fields, setting a daily schedule, and triggering the first sync.](https://cdn.banksync.io/videos/create-feed-and-sync.1b927dcf6b8418b4.mp4) ## 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](https://app.banksync.io) ## Related guides - [Connecting banks](/docs/connecting-banks/connect-a-bank): a detailed guide for connecting your financial institution, region by region. - [Google Sheets integration](/docs/integrations/google-sheets): connect and configure the most popular integration. - [Creating your first feed](/docs/bank-feeds/creating-first-feed): the step-by-step walkthrough of your first data sync. - [Managing your plan](/docs/account-billing/managing-your-plan): plan limits, usage meters, and billing.