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