Sync Drake Bank - Personal to SimpleFIN
BankSync may support connections to Drake 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 Drake Bank - Personal to SimpleFIN
Search for Drake Bank - Personal in BankSync
Sign up for BankSync and, if Drake 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 Drake 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 Drake Bank - Personal to SimpleFIN
Transactions
Sync available Drake Bank - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Drake Bank - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from Drake Bank - Personal.
Trades
Sync supported investment trade and activity history from Drake Bank - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from Drake Bank - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Drake 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 Drake 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 Drake Bank - Personal somewhere else
The same Drake Bank - Personal connection can feed any of these destinations.
- Sync Drake Bank - Personal to Actual Budget
- Sync Drake Bank - Personal to Airtable
- Sync Drake Bank - Personal to Firefly III
- Sync Drake Bank - Personal to Google Sheets
- Sync Drake Bank - Personal to Home Assistant
- Sync Drake Bank - Personal to Microsoft Excel
- Sync Drake Bank - Personal to MongoDB
- Sync Drake Bank - Personal to MySQL
- Sync Drake Bank - Personal to Notion
- Sync Drake Bank - Personal to PostgreSQL
- Sync Drake Bank - Personal to Securo
- Sync Drake Bank - Personal to Sure
Other banks that sync to SimpleFIN
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BankSync is not affiliated with, endorsed by, or an official partner of Drake Bank - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.