Sync Citizens Bank to YNAB
BankSync may support connections to Citizens Bank accounts through third-party open banking providers, then route the supported account data shown below to YNAB. Set up takes under 10 minutes and requires no code.
How to sync Citizens Bank to YNAB
map your columns once
Search for Citizens Bank in BankSync
Sign up for BankSync and, if Citizens Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize YNAB
Authorise BankSync to write data to your YNAB workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Citizens Bank fields supplied by the provider to columns in YNAB.
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 Citizens Bank to YNAB
Transactions
Sync available Citizens Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Citizens Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Citizens Bank.
Trades
Sync supported investment trade and activity history from Citizens Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Citizens Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in YNAB.
Custom Field Mappings
Map any Citizens Bank field to any column in YNAB — 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 Citizens Bank with YNAB?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into YNAB in minutes.
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Sync Citizens Bank somewhere else
The same Citizens Bank connection can feed any of these destinations.
- Sync Citizens Bank to Actual Budget
- Sync Citizens Bank to Airtable
- Sync Citizens Bank to Firefly III
- Sync Citizens Bank to Google Sheets
- Sync Citizens Bank to Home Assistant
- Sync Citizens Bank to Microsoft Excel
- Sync Citizens Bank to MongoDB
- Sync Citizens Bank to MySQL
- Sync Citizens Bank to Notion
- Sync Citizens Bank to PostgreSQL
- Sync Citizens Bank to Securo
- Sync Citizens Bank to SimpleFIN
Other banks that sync to YNAB
Institutions in the same market that can also route account data to YNAB.
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- Sync Santander Consumer USA to YNAB🇺🇸 United States
- Sync Benton County State Bank to YNAB🇺🇸 United States
- Sync Carta to YNAB🇺🇸 United States
- Sync Conservation First Bank - Business to YNAB🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Citizens Bank or YNAB. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.