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