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