Sync Coastal Bank & Trust to SimpleFIN
BankSync may support connections to Coastal Bank & Trust 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 Coastal Bank & Trust to SimpleFIN
Search for Coastal Bank & Trust in BankSync
Sign up for BankSync and, if Coastal Bank & Trust 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 Coastal Bank & Trust 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 Coastal Bank & Trust to SimpleFIN
Transactions
Sync available Coastal Bank & Trust transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Coastal Bank & Trust accounts.
Holdings
Sync supported investment positions, quantities, and market values from Coastal Bank & Trust.
Trades
Sync supported investment trade and activity history from Coastal Bank & Trust.
Loans
Sync supported loan balances and provider-supplied liability details from Coastal Bank & Trust.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Coastal Bank & Trust 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 Coastal Bank & Trust 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 Coastal Bank & Trust somewhere else
The same Coastal Bank & Trust connection can feed any of these destinations.
- Sync Coastal Bank & Trust to Actual Budget
- Sync Coastal Bank & Trust to Airtable
- Sync Coastal Bank & Trust to Firefly III
- Sync Coastal Bank & Trust to Google Sheets
- Sync Coastal Bank & Trust to Home Assistant
- Sync Coastal Bank & Trust to Microsoft Excel
- Sync Coastal Bank & Trust to MongoDB
- Sync Coastal Bank & Trust to MySQL
- Sync Coastal Bank & Trust to Notion
- Sync Coastal Bank & Trust to PostgreSQL
- Sync Coastal Bank & Trust to Securo
- Sync Coastal Bank & Trust to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- 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 Coastal Bank & Trust or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.