Sync Betterment to SimpleFIN
BankSync may support connections to Betterment 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 Betterment to SimpleFIN
map your columns once
Search for Betterment in BankSync
Sign up for BankSync and, if Betterment 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 Betterment 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 Betterment to SimpleFIN
Transactions
Sync available Betterment transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Betterment accounts.
Holdings
Sync supported investment positions, quantities, and market values from Betterment.
Trades
Sync supported investment trade and activity history from Betterment.
Loans
Sync supported loan balances and provider-supplied liability details from Betterment.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Betterment 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 Betterment 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 Betterment somewhere else
The same Betterment connection can feed any of these destinations.
- Sync Betterment to Actual Budget
- Sync Betterment to Airtable
- Sync Betterment to Firefly III
- Sync Betterment to Google Sheets
- Sync Betterment to Home Assistant
- Sync Betterment to Microsoft Excel
- Sync Betterment to MongoDB
- Sync Betterment to MySQL
- Sync Betterment to Notion
- Sync Betterment to PostgreSQL
- Sync Betterment to Securo
- Sync Betterment to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Franklin Savings Bank (ME) - Business to SimpleFIN🇺🇸 United States
- Sync Elements Financial FCU to SimpleFIN🇺🇸 United States
- Sync TrustCo Bank to SimpleFIN🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to SimpleFIN🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to SimpleFIN🇺🇸 United States
- Sync Keystone Savings Bank to SimpleFIN🇺🇸 United States
- Sync Bangor Savings Bank - Employees to SimpleFIN🇺🇸 United States
- Sync Wood County National Bank to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Betterment or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.