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Sync Cookie Finance to Sure

BankSync may support connections to Cookie Finance accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Cookie Finance to Sure

Mapping Cookie Finance fields into Sure
map your columns once
1

Search for Cookie Finance in BankSync

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

2

Authorize Sure

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

3

Configure field mappings

Map the supported Cookie Finance fields supplied by the provider to columns in Sure.

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 Cookie Finance to Sure

Transactions

Sync available Cookie Finance transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Cookie Finance accounts.

Holdings

Sync supported investment positions, quantities, and market values from Cookie Finance.

Trades

Sync supported investment trade and activity history from Cookie Finance.

Loans

Sync supported loan balances and provider-supplied liability details from Cookie Finance.

Account Details

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

Custom Field Mappings

Map any Cookie Finance field to any column in Sure — 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 Cookie Finance with Sure?

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

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