Once you've connected your bank and set up a connection, you're ready to create your first feed. This guide walks you through the 4-tab configuration process.
The 4-Tab Setup
Creating a feed involves four configuration tabs. Your progress is automatically saved as you go.
1. Source
Select bank accounts to pull data from
2. Destination
Choose where to send your data
3. Field Mapping
Map data fields to columns
4. Schedule
Set up automatic syncing (optional)
Tab 1: Source Selection
Select which bank accounts you want to pull data from.
Selecting Your Accounts
Browse your connected banks
Your connected banks are listed with their accounts underneath. Each account shows its type as a badge (Checking, Savings, Credit Card, etc.).
Check the accounts to include
Click the checkboxes next to accounts you want in this feed. You can select accounts from multiple banks in one feed.
Choose the feed type
The type is auto-detected based on your accounts, but you can change it: Transactions, Balances, Trades, or Holdings.
Transactions
Individual transaction records
Balances
Account balance snapshots
Trades
Investment transactions
Holdings
Portfolio positions
Tab 2: Destination
Choose where to send your data from your connected integrations.
Google Sheets
Select a spreadsheet
Choose from spreadsheets in your connected Google account.
Choose a sheet
Select the specific sheet within the spreadsheet.
Set header row
Specify which row contains your column headers (default: row 1).
Choose direction and position
Select by row (most common) or by column, and whether to add data at the beginning or end.
Notion
Select a workspace
Choose from workspaces shared with BankSync.
Choose a database
Select the database where data will be added.
Airtable
Select a base
Choose from bases in your connected Airtable account.
Choose a table
Select the table within the base.
Tab 3: Field Mapping
Map your bank data fields to columns in your destination using drag-and-drop.
Available Transaction Fields
ID
Unique transaction identifier
Date
Transaction date
Description
Merchant or transaction name
Credit Amount
Money coming in
Debit Amount
Money going out
Category
Transaction category
Type
Transaction type
Bank
Source bank name
Account
Account name
How to Map Fields
Drag and drop to reorder
Arrange fields in your preferred order by dragging them in the mapping list.
Select destination columns
Use the dropdown next to each field to map it to a column in your destination.
Remove unwanted fields
Click the X button to remove fields you don't need.
Add additional fields
Drag fields from the available pool to add them to your mapping.
Balance Sync Mode
When syncing balances, choose how data should be handled:
Append
Add new row with timestamp each sync (for history tracking)
Overwrite
Update existing balance values (for current snapshot)
Tab 4: Schedule (Optional)
Set up automatic syncing on a recurring schedule. This step is optional — you can always run feeds manually.
Daily
Run every day at a set time
Weekly
Run on specific day of week
Monthly
Run on specific day of month
Running Your Feed
Once configured, click your feed card in the Feeds tab and then "Run" to start syncing data.
Run Options
Incremental (Default)
Fetches only new transactions since your last sync. Fast and efficient for regular updates.
Date Range (Backfill)
Fetch historical data for a specific date range. Great for initial setup or filling gaps.
Monitoring Progress
- Click "History" to see all sync jobs (past and in-progress)
- Job status updates in real-time: Created → In Progress → Completed
- View error details if a sync fails, with remediation suggestions