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