Sync 1Advisor to Actual Budget
BankSync may support connections to 1Advisor accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync 1Advisor to Actual Budget
map your columns once
Search for 1Advisor in BankSync
Sign up for BankSync and, if 1Advisor is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported 1Advisor fields supplied by the provider to columns in Actual Budget.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from 1Advisor to Actual Budget
Transactions
Sync available 1Advisor transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported 1Advisor accounts.
Holdings
Sync supported investment positions, quantities, and market values from 1Advisor.
Trades
Sync supported investment trade and activity history from 1Advisor.
Loans
Sync supported loan balances and provider-supplied liability details from 1Advisor.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any 1Advisor field to any column in Actual Budget — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync 1Advisor with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
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Sync 1Advisor somewhere else
The same 1Advisor connection can feed any of these destinations.
- Sync 1Advisor to Airtable
- Sync 1Advisor to Firefly III
- Sync 1Advisor to Google Sheets
- Sync 1Advisor to Home Assistant
- Sync 1Advisor to Microsoft Excel
- Sync 1Advisor to MongoDB
- Sync 1Advisor to MySQL
- Sync 1Advisor to Notion
- Sync 1Advisor to PostgreSQL
- Sync 1Advisor to Securo
- Sync 1Advisor to SimpleFIN
- Sync 1Advisor to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Franklin Savings Bank (ME) - Business to Actual Budget🇺🇸 United States
- Sync Elements Financial FCU to Actual Budget🇺🇸 United States
- Sync TrustCo Bank to Actual Budget🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to Actual Budget🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to Actual Budget🇺🇸 United States
- Sync Keystone Savings Bank to Actual Budget🇺🇸 United States
- Sync Bangor Savings Bank - Employees to Actual Budget🇺🇸 United States
- Sync Wood County National Bank to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of 1Advisor or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.