Sync Desjardins to Actual Budget
BankSync may support connections to Desjardins accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync Desjardins to Actual Budget
map your columns once
Search for Desjardins in BankSync
Sign up for BankSync and, if Desjardins is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Desjardins fields supplied by the provider to columns in Actual Budget.
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 Desjardins to Actual Budget
Transactions
Sync available Desjardins transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Desjardins accounts.
Holdings
Sync supported investment positions, quantities, and market values from Desjardins.
Trades
Sync supported investment trade and activity history from Desjardins.
Loans
Sync supported loan balances and provider-supplied liability details from Desjardins.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Desjardins field to any column in Actual Budget — 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 Desjardins with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
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Sync Desjardins somewhere else
The same Desjardins connection can feed any of these destinations.
- Sync Desjardins to Airtable
- Sync Desjardins to Firefly III
- Sync Desjardins to Google Sheets
- Sync Desjardins to Home Assistant
- Sync Desjardins to Microsoft Excel
- Sync Desjardins to MongoDB
- Sync Desjardins to MySQL
- Sync Desjardins to Notion
- Sync Desjardins to PostgreSQL
- Sync Desjardins to Securo
- Sync Desjardins to SimpleFIN
- Sync Desjardins to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
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- Sync Interactive Brokers - CA to Actual Budget🇨🇦 Canada
- Sync Quinte First Credit Union - Online Banking to Actual Budget🇨🇦 Canada
- Sync Wealthsimple (Canada) to Actual Budget🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Desjardins or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.