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Sync Coinbase to SimpleFIN

BankSync may support connections to Coinbase 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.

United StatesBank SyncAvailable

How to sync Coinbase to SimpleFIN

Mapping Coinbase fields into SimpleFIN

map your columns once

1

Search for Coinbase in BankSync

Sign up for BankSync and, if Coinbase is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize SimpleFIN

Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Coinbase fields supplied by the provider to columns in SimpleFIN.

4

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 Coinbase to SimpleFIN

Balances

Sync current and available balances for supported Coinbase accounts.

Holdings

Sync supported investment positions, quantities, and market values from Coinbase.

Trades

Sync supported investment trade and activity history from Coinbase.

Orders

Sync supported open and pending investment orders from Coinbase.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.

Custom Field Mappings

Map any Coinbase 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 Coinbase with SimpleFIN?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Coinbase or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.