Sync Bank of America to SimpleFIN
BankSync may support connections to Bank of America 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 of America to SimpleFIN
map your columns once
Search for Bank of America in BankSync
Sign up for BankSync and, if Bank of America 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 of America 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 of America to SimpleFIN
Transactions
Sync available Bank of America transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Bank of America accounts.
Holdings
Sync supported investment positions, quantities, and market values from Bank of America.
Trades
Sync supported investment trade and activity history from Bank of America.
Loans
Sync supported loan balances and provider-supplied liability details from Bank of America.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Bank of America 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 of America with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
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Sync Bank of America somewhere else
The same Bank of America connection can feed any of these destinations.
- Sync Bank of America to Actual Budget
- Sync Bank of America to Airtable
- Sync Bank of America to Firefly III
- Sync Bank of America to Google Sheets
- Sync Bank of America to Home Assistant
- Sync Bank of America to Microsoft Excel
- Sync Bank of America to MongoDB
- Sync Bank of America to MySQL
- Sync Bank of America to Notion
- Sync Bank of America to PostgreSQL
- Sync Bank of America to Securo
- Sync Bank of America to Sure
Other banks that sync to SimpleFIN
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BankSync is not affiliated with, endorsed by, or an official partner of Bank of America or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.