Feeds are the core of BankSync - they define how your bank transaction data flows from your accounts to your destinations. This guide covers everything you need to know about creating and managing feeds.
Feed Creation Process
1. Sources
Select bank accounts
2. Destination
Choose where to send
3. Field Mapping
Map data fields
4. Schedule
Set automation
Sources Tab
Choose accounts from multiple banks
Select any combination of accounts from your connected banks.
View account balances and types
See current balances and account types (Checking, Savings, Credit Card, etc.).
Save and continue later
Your progress auto-saves - return to finish if banks aren't connected yet.
Destination Tab
Select connected workspace
Choose from your connected Google Sheets, Notion, or Airtable.
Specify database or sheet
Select the specific database ID or sheet within the workspace.
For Notion: Search databases by name
Use the search feature to find databases quickly.
Field Mapping Tab
- Select data type: Transactions, Balances, Trades, Holdings, or Loans
- Use "Auto fill" for automatic field suggestions
- Drag and drop to reorder fields
- Add/remove fields as needed
Schedule Tab
- Enable/disable scheduled syncing
- Choose frequency: Daily, Weekly, Monthly
- Set time of day and lookback days
Running Feeds
Incremental Sync
Syncs only new transactions since the last sync. Faster execution, avoids duplicates, maintains cursor state.
Date Range Sync
Syncs all transactions within a specific date range. Useful for historical data. Choose start and end dates.
Monitoring Sync Jobs
Click "History" on any feed to view sync history and job details:
Job Status
Running
Job is processing
Completed
Finished successfully
Failed
Encountered errors
Paused
Paused by user
Job Metrics
- Transactions processed
- Transactions written to destination
- Execution duration
- Error details (if any)