Sync 365 Bank to Actual Budget
BankSync may support connections to 365 Bank 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 365 Bank to Actual Budget
Search for 365 Bank in BankSync
Sign up for BankSync and, if 365 Bank 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 365 Bank 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 365 Bank to Actual Budget
Transactions
Sync available 365 Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported 365 Bank accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any 365 Bank 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 365 Bank with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync 365 Bank somewhere else
The same 365 Bank connection can feed any of these destinations.
- Sync 365 Bank to Airtable
- Sync 365 Bank to Firefly III
- Sync 365 Bank to Google Sheets
- Sync 365 Bank to Home Assistant
- Sync 365 Bank to Microsoft Excel
- Sync 365 Bank to MongoDB
- Sync 365 Bank to MySQL
- Sync 365 Bank to Notion
- Sync 365 Bank to PostgreSQL
- Sync 365 Bank to Securo
- Sync 365 Bank to SimpleFIN
- Sync 365 Bank to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of 365 Bank or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.