Sync Chariot to Actual Budget
BankSync may support connections to Chariot accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync Chariot to Actual Budget


Search for Chariot in BankSync
Sign up for BankSync and, if Chariot is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Chariot fields supplied by the provider to columns in Actual Budget.
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 Chariot to Actual Budget
Transactions
Sync available Chariot transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Chariot accounts.
Holdings
Sync supported investment positions, quantities, and market values from Chariot.
Trades
Sync supported investment trade and activity history from Chariot.
Loans
Sync supported loan balances and provider-supplied liability details from Chariot.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Chariot field to any column in Actual Budget — 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 Chariot with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync Chariot somewhere else
The same Chariot connection can feed any of these destinations.
- Sync Chariot to Airtable
- Sync Chariot to Firefly III
- Sync Chariot to Google Sheets
- Sync Chariot to Home Assistant
- Sync Chariot to Microsoft Excel
- Sync Chariot to MongoDB
- Sync Chariot to MySQL
- Sync Chariot to Notion
- Sync Chariot to PostgreSQL
- Sync Chariot to Securo
- Sync Chariot to SimpleFIN
- Sync Chariot to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Chase to Actual Budget🇺🇸 United States
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- Sync Fidelity to Actual Budget🇺🇸 United States
- Sync Citibank Online to Actual Budget🇺🇸 United States
- Sync Bank of America to Actual Budget🇺🇸 United States
- Sync PayPal to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Chariot or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.