How do I connect my bank accounts to Coda?

To connect your bank accounts to Coda, sign up for BankSync, connect your bank accounts through secure open banking APIs, then select Coda as your destination. BankSync will automatically sync your transaction data to Coda based on your configured schedule.

What banking data can I sync to Coda?

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, and account balances to Coda. BankSync automatically categorizes transactions and maps them to your Coda fields for seamless integration.

Is Coda integration secure?

Yes, BankSync uses bank-grade security through open banking APIs. Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

How often does BankSync update my Coda data?

BankSync can sync your banking data to Coda as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed for immediate updates.

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