B2 Bank
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Actual Budget

Sync B2 Bank to Actual Budget

BankSync may support connections to B2 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.

United StatesBank SyncAvailable

How to sync B2 Bank to Actual Budget

Mapping B2 Bank fields into Actual Budget
map your columns once
1

Search for B2 Bank in BankSync

Sign up for BankSync and, if B2 Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported B2 Bank fields supplied by the provider to columns in Actual Budget.

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 B2 Bank to Actual Budget

Transactions

Sync available B2 Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported B2 Bank accounts.

Holdings

Sync supported investment positions, quantities, and market values from B2 Bank.

Trades

Sync supported investment trade and activity history from B2 Bank.

Loans

Sync supported loan balances and provider-supplied liability details from B2 Bank.

Account Details

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

Custom Field Mappings

Map any B2 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 B2 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.

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BankSync is not affiliated with, endorsed by, or an official partner of B2 Bank or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.