How do I connect my bank accounts to Notion?

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

What banking data can I sync to Notion?

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

Is Notion 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 Notion data?

BankSync can sync your banking data to Notion 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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Transform your Notion workspace into a powerful financial dashboard. Create custom databases with formulas, filters, and views to track spending patterns, build budgets, and visualize your financial goals with beautiful charts and templates.

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