The Field Mapping tab is where you configure exactly what data gets synced and where it goes in your destination. This guide walks through the interface and all available options.
Step 1: Choose What to Sync
At the top of the Field Mapping tab, you'll see visual cards for each feed type. Select the type of data you want to sync:
Transactions
Individual transaction records with dates, amounts, descriptions
Balances
Current account balances - track changes over time
Trades
Investment transactions (buys, sells, dividends)
Holdings
Current investment positions in your portfolio
Loans
Credit cards, mortgages, and loan accounts
Step 2: Balance Sync Mode
When syncing balances, choose how updates are written:
Append Mode
Add a new row each sync with a timestamp. Use this to track balance changes over time and build historical data.
Overwrite Mode
Update existing rows, keeping only the most recent balance for each account. Best for dashboards showing current state.
Step 3: Map Your Fields
The field mapping section shows two areas:
Mapped Fields (Top)
Shows fields currently included in your feed. Each row displays:
Source Field
The bank data field (e.g., Date, Description, Amount)
Destination Field
Where it maps to in your spreadsheet/database
Drag Handle
Reorder fields by dragging
Remove Button
Click X to remove a field from the mapping
Available Fields (Bottom)
Shows fields not yet added to your mapping. Click the plus icon or drag a field card to add it.
Using Auto-Fill
Click the Auto fill button (with sparkle icon) to automatically match source fields to destination fields:
- For Google Sheets: Auto-assigns sequential column letters (A, B, C...) to each field
- For Notion/Airtable: Matches fields by name similarity (e.g., "Date" → "Date" column)
Destination-Specific Mapping
Google Sheets
Destination fields are column references (A, B, C, etc.). The order of your field mappings determines which data goes in which column.
Date → A
Transaction date
Description → B
Merchant name
Debit → C
Money out
Credit → D
Money in
Notion & Airtable
You map to specific database properties. BankSync fetches your database schema and shows a dropdown of available properties:
- BankSync validates field type compatibility (date → date, number → number)
- Warnings appear if types don't match
- Used properties show as greyed out to prevent duplicate mappings
Transaction Fields Reference
Date
Transaction date (Date type)
Description
Transaction description (Text)
Credit Amount
Amount credited (Number)
Debit Amount
Amount debited (Number)
Category
Transaction category (Text)
Type
Transaction type (Text)
Bank
Bank name (Text)
Account
Account name (Text)
ID
Unique identifier (Text)
Tips for Effective Field Mapping
Start with essential fields
For transactions, Date, Description, and Amount fields are usually most important. Add more fields as needed.
Use Bank and Account for filtering
If syncing multiple accounts, include these fields to easily filter and analyze data by source.
Match field types when possible
Mapping number fields to number columns enables sorting and calculations in your destination.
Save incomplete mappings
Not ready to finish? Your configuration auto-saves, and you can return to complete it later.