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