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