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