Sync B2 Bank to SimpleFIN
BankSync may support connections to B2 Bank 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 B2 Bank to SimpleFIN
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.
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 B2 Bank 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 B2 Bank to SimpleFIN
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 SimpleFIN.
Custom Field Mappings
Map any B2 Bank 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 B2 Bank 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 B2 Bank somewhere else
The same B2 Bank connection can feed any of these destinations.
- Sync B2 Bank to Actual Budget
- Sync B2 Bank to Airtable
- Sync B2 Bank to Firefly III
- Sync B2 Bank to Google Sheets
- Sync B2 Bank to Home Assistant
- Sync B2 Bank to Microsoft Excel
- Sync B2 Bank to MongoDB
- Sync B2 Bank to MySQL
- Sync B2 Bank to Notion
- Sync B2 Bank to PostgreSQL
- Sync B2 Bank to Securo
- Sync B2 Bank to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Chase to SimpleFIN🇺🇸 United States
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- Sync Capital One to SimpleFIN🇺🇸 United States
- Sync Wells Fargo to SimpleFIN🇺🇸 United States
- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of B2 Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.