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