Sync Affinity Bank to SimpleFIN
BankSync may support connections to Affinity Bank accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Affinity Bank to SimpleFIN
Search for Affinity Bank in BankSync
Sign up for BankSync and, if Affinity Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Affinity Bank fields supplied by the provider to columns in SimpleFIN.
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 Affinity Bank to SimpleFIN
Transactions
Sync available Affinity Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Affinity Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Affinity Bank.
Trades
Sync supported investment trade and activity history from Affinity Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Affinity Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Affinity Bank field to any column in SimpleFIN — 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 Affinity Bank with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Affinity Bank somewhere else
The same Affinity Bank connection can feed any of these destinations.
- Sync Affinity Bank to Actual Budget
- Sync Affinity Bank to Airtable
- Sync Affinity Bank to Firefly III
- Sync Affinity Bank to Google Sheets
- Sync Affinity Bank to Home Assistant
- Sync Affinity Bank to Microsoft Excel
- Sync Affinity Bank to MongoDB
- Sync Affinity Bank to MySQL
- Sync Affinity Bank to Notion
- Sync Affinity Bank to PostgreSQL
- Sync Affinity Bank to Securo
- Sync Affinity Bank to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync PayPal to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Affinity Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.