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BankSync

Sure integration

Sure reads the banks you already connected to BankSync over SimpleFIN. Paste one setup token: no second bank login, no separate SimpleFIN subscription.

Connect SureRead setup guide →
Sure · AccountsSynced 6:02am

Linked via SimpleFIN

  • Chase CheckingChase ••1879$6,158.00
  • Amex GoldAmerican Express ••9880-$1,284.16
  • Fidelity BrokerageVTI · 112 shares, cost basis $24,870.40$48,210.55

Transactions

  • Stripe payout2026-10-19 · Chase Checking$4,200.00
  • Whole Foods Market2026-10-19 · Amex GoldPending-$86.42
  • Gusto payroll2026-10-18 · Chase Checking-$6,850.00
  • Figma2026-10-18 · Amex Gold-$45.00
  • Shell2026-10-17 · Amex Gold-$52.30
One setup token, pasted once. Sure reads balances, transactions and holdings from Chase and American Express from then on.

One token, pasted once.

  1. 01

    Create access

    Settings › Developers › SimpleFIN. Pick Sure and, if you like, only some accounts.

    AppSure
    Account☑ Chase Checking
    Account☑ Amex Gold
    Account☐ Chase Savings
  2. 02

    Copy the setup token

    It is shown once, and expires in 7 days if it is never used.

    Setup token

    aHR0cHM6Ly9hcGkuYmFua3N5bmMuaW8vc2ltcGxlZmluL2NsYWltL3N0XzRmOWMy…
    ShownOnce
    UnusedExpires in 7 days
  3. 03

    Paste it into Sure

    The app swaps it for its own credentials and syncs from then on.

    1Settings → Providers
    2SimpleFIN panel
    3Paste the setup token
    4Save and connect

What Sure reads.

Accounts
Each account in the access’s scope, with its name, bank and currency.
Balances
The current and available balance, and when the bank reported it.
Transactions
Posted date, signed amount and description, with pending ones flagged.
Holdings
Brokerage positions with quantity, value and cost basis, where the broker reports them.
Errors
A bank that needs reconnecting in BankSync is reported to the app, so it can show you.
Open Preview on any access to see the exact response the app gets.

Your budgeting app is one stop. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Sure, in short.

Protocol
SimpleFIN. BankSync is the server; the app is the client.
Works with
Actual Budget, Securo, Sure, Home Assistant, Firefly III, beancount importers and your own scripts.
Scope
Every account, or only the ones you pick. Change it later without re-linking.
Control
Rotate issues a new token and stops the old credentials. Revoke ends access for good.
Access
Read-only, authorised on your bank’s own consent screen. BankSync never stores your bank login and cannot move money.
Setup
About 2 minutes. Included on every BankSync plan.
Status
Available today.
Links
View in SureVisit official website
Connect from
ChaseBank of AmericaWells FargoCapital OneTD BankRegions BankView all banks
Related
Actual BudgetAirtableFirefly IIIGoogle SheetsHome AssistantMicrosoft ExcelView all integrations

Questions, answered.

Do I need a SimpleFIN Bridge subscription?

No. BankSync is the SimpleFIN server, and SimpleFIN access is included on every BankSync plan, including Free. Paste the BankSync token where the app asks for a SimpleFIN token.

How do I connect Sure to BankSync?

In BankSync, open Settings, Developers, SimpleFIN and create an access. Copy the setup token, then in Sure: Settings → Providers, SimpleFIN panel, Paste the setup token, Save and connect.

Can I limit which accounts Sure sees?

Yes. Choose accounts when you create the access, and change the list later without re-linking. The app sees the new list on its next sync.

What if a setup token leaks?

Rotate the access. That issues a new setup token and immediately stops the credentials the app holds. Revoke ends the access for good. An unused token also expires after 7 days.

Does Sure link accounts automatically?

No. Sure lists the synced accounts and you link each one to an account of yours, so nothing is linked until you say so.

Your banks in Sure.

Get Started Free →View pricing →

BankSync is not affiliated with, endorsed by, or an official partner of Sure. Sure trademarks belong to their respective owners.