Dama Financial by LeafLink
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Sync Dama Financial by LeafLink to SimpleFIN

BankSync may support connections to Dama Financial by LeafLink 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 Dama Financial by LeafLink to SimpleFIN

Mapping Dama Financial by LeafLink fields into SimpleFIN
map your columns once
1

Search for Dama Financial by LeafLink in BankSync

Sign up for BankSync and, if Dama Financial by LeafLink 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 Dama Financial by LeafLink 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 Dama Financial by LeafLink to SimpleFIN

Transactions

Sync available Dama Financial by LeafLink transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Dama Financial by LeafLink accounts.

Holdings

Sync supported investment positions, quantities, and market values from Dama Financial by LeafLink.

Trades

Sync supported investment trade and activity history from Dama Financial by LeafLink.

Loans

Sync supported loan balances and provider-supplied liability details from Dama Financial by LeafLink.

Account Details

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

Custom Field Mappings

Map any Dama Financial by LeafLink 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 Dama Financial by LeafLink 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 Dama Financial by LeafLink or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.