Sync Bank Independent to SimpleFIN
BankSync may support connections to Bank Independent 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 Independent to SimpleFIN
Search for Bank Independent in BankSync
Sign up for BankSync and, if Bank Independent 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 Independent 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 Independent to SimpleFIN
Transactions
Sync available Bank Independent transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Bank Independent accounts.
Holdings
Sync supported investment positions, quantities, and market values from Bank Independent.
Trades
Sync supported investment trade and activity history from Bank Independent.
Loans
Sync supported loan balances and provider-supplied liability details from Bank Independent.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Bank Independent 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 Independent 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 Independent somewhere else
The same Bank Independent connection can feed any of these destinations.
- Sync Bank Independent to Actual Budget
- Sync Bank Independent to Airtable
- Sync Bank Independent to Firefly III
- Sync Bank Independent to Google Sheets
- Sync Bank Independent to Home Assistant
- Sync Bank Independent to Microsoft Excel
- Sync Bank Independent to MongoDB
- Sync Bank Independent to MySQL
- Sync Bank Independent to Notion
- Sync Bank Independent to PostgreSQL
- Sync Bank Independent to Securo
- Sync Bank Independent to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Citibank Online 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 Bank Independent or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.