Transaction feeds are the most common feed type in BankSync. Sync your checking, savings, and credit card transactions to keep track of spending, categorize expenses, and build financial dashboards.
All Transactions
Deposits, withdrawals, purchases, transfers
Daily Updates
Sync runs automatically on schedule
Rich Data
Merchant, amount, date, category, and more
Historical Data
Pull past transactions on first sync
Available Transaction Fields
Transaction feeds provide the following data fields for mapping:
Date
Transaction date
Merchant
Merchant or payee name
Amount
Transaction amount
Category
Auto-categorized type
Account
Source account name
Status
Pending or posted
Type
Debit, credit, transfer
Description
Bank-provided description
Setting Up a Transaction Feed
Quick Setup Guide
Connect your bank
Go to the Banks tab and connect the bank account containing your transactions.
Create a new feed
Click Create Feed and select 'Transactions' as the feed type.
Select account
Choose which bank account to pull transactions from.
Choose destination
Select your connected Notion, Sheets, or Airtable destination.
Configure mappings
Map transaction fields to your destination columns.
Set schedule
Choose how often to sync (hourly, daily, or manual).
Best Practices
One Feed Per Account
Create separate feeds for each bank account to avoid duplicates and keep data organized.
Daily Sync Schedule
Daily syncs balance freshness with API limits. Use hourly only if real-time data is critical.
Consistent Categories
Use bank-provided categories or create your own mapping rules for consistent expense tracking.
Historical Lookback
Set an appropriate lookback period (30-90 days) to catch any missed transactions.
Common Use Cases
Expense Tracking
Monitor spending across categories with automatic updates
Budget Dashboard
Build real-time budget vs. actual spending views
Tax Preparation
Track deductible expenses for easy tax filing