Sync cfd Banking Services - Personal to SimpleFIN
BankSync may support connections to cfd Banking Services - Personal 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 cfd Banking Services - Personal to SimpleFIN
map your columns once
Search for cfd Banking Services - Personal in BankSync
Sign up for BankSync and, if cfd Banking Services - Personal 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 cfd Banking Services - Personal 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 cfd Banking Services - Personal to SimpleFIN
Transactions
Sync available cfd Banking Services - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported cfd Banking Services - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from cfd Banking Services - Personal.
Trades
Sync supported investment trade and activity history from cfd Banking Services - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from cfd Banking Services - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any cfd Banking Services - Personal 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 cfd Banking Services - Personal with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of cfd Banking Services - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.