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