Sync Bank 1st to SimpleFIN
BankSync may support connections to Bank 1st 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 Bank 1st to SimpleFIN
Search for Bank 1st in BankSync
Sign up for BankSync and, if Bank 1st 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 Bank 1st 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 Bank 1st to SimpleFIN
Transactions
Sync available Bank 1st transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Bank 1st accounts.
Holdings
Sync supported investment positions, quantities, and market values from Bank 1st.
Trades
Sync supported investment trade and activity history from Bank 1st.
Loans
Sync supported loan balances and provider-supplied liability details from Bank 1st.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Bank 1st 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 Bank 1st 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 Bank 1st somewhere else
The same Bank 1st connection can feed any of these destinations.
- Sync Bank 1st to Actual Budget
- Sync Bank 1st to Airtable
- Sync Bank 1st to Firefly III
- Sync Bank 1st to Google Sheets
- Sync Bank 1st to Home Assistant
- Sync Bank 1st to Microsoft Excel
- Sync Bank 1st to MongoDB
- Sync Bank 1st to MySQL
- Sync Bank 1st to Notion
- Sync Bank 1st to PostgreSQL
- Sync Bank 1st to Securo
- Sync Bank 1st 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
- Sync American Express to SimpleFIN🇺🇸 United States
- Sync Capital One to SimpleFIN🇺🇸 United States
- Sync Wells Fargo to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync PayPal to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Bank 1st or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.