Sync Apex Bank to Actual Budget
BankSync may support connections to Apex 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 Apex Bank to Actual Budget
Search for Apex Bank in BankSync
Sign up for BankSync and, if Apex 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 Apex 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 Apex Bank to Actual Budget
Transactions
Sync available Apex Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Apex Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Apex Bank.
Trades
Sync supported investment trade and activity history from Apex Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Apex Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Apex 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 Apex 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 Apex Bank somewhere else
The same Apex Bank connection can feed any of these destinations.
- Sync Apex Bank to Airtable
- Sync Apex Bank to Firefly III
- Sync Apex Bank to Google Sheets
- Sync Apex Bank to Home Assistant
- Sync Apex Bank to Microsoft Excel
- Sync Apex Bank to MongoDB
- Sync Apex Bank to MySQL
- Sync Apex Bank to Notion
- Sync Apex Bank to PostgreSQL
- Sync Apex Bank to Securo
- Sync Apex Bank to SimpleFIN
- Sync Apex Bank to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
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- Sync Citibank Online to Actual Budget🇺🇸 United States
- Sync Bank of America to Actual Budget🇺🇸 United States
- Sync PayPal to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Apex Bank or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.