AJ Bell
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Sync AJ Bell to Coda

BankSync may support connections to AJ Bell accounts through third-party open banking providers, then route the supported account data shown below to Coda. Set up takes under 10 minutes and requires no code.

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How to sync AJ Bell to Coda

Mapping AJ Bell fields into Coda
map your columns once
1

Search for AJ Bell in BankSync

Sign up for BankSync and, if AJ Bell is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Coda

Authorise BankSync to write data to your Coda workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported AJ Bell fields supplied by the provider to columns in Coda.

4

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 AJ Bell to Coda

Transactions

Sync available AJ Bell transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported AJ Bell accounts.

Loans

Sync supported loan balances and provider-supplied liability details from AJ Bell.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Coda.

Custom Field Mappings

Map any AJ Bell field to any column in Coda — 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 AJ Bell with Coda?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Coda in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of AJ Bell or Coda. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.