Sync EquatePlus to Actual Budget
BankSync may support connections to EquatePlus 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 EquatePlus to Actual Budget
Search for EquatePlus in BankSync
Sign up for BankSync and, if EquatePlus 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 EquatePlus 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 EquatePlus to Actual Budget
Transactions
Sync available EquatePlus transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported EquatePlus accounts.
Holdings
Sync supported investment positions, quantities, and market values from EquatePlus.
Trades
Sync supported investment trade and activity history from EquatePlus.
Loans
Sync supported loan balances and provider-supplied liability details from EquatePlus.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any EquatePlus 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 EquatePlus with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync EquatePlus somewhere else
The same EquatePlus connection can feed any of these destinations.
- Sync EquatePlus to Airtable
- Sync EquatePlus to Firefly III
- Sync EquatePlus to Google Sheets
- Sync EquatePlus to Home Assistant
- Sync EquatePlus to Microsoft Excel
- Sync EquatePlus to MongoDB
- Sync EquatePlus to MySQL
- Sync EquatePlus to Notion
- Sync EquatePlus to PostgreSQL
- Sync EquatePlus to Securo
- Sync EquatePlus to SimpleFIN
- Sync EquatePlus to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Chase to Actual Budget🇺🇸 United States
- Sync American Express to Actual Budget🇺🇸 United States
- Sync Capital One to Actual Budget🇺🇸 United States
- Sync Wells Fargo to Actual Budget🇺🇸 United States
- Sync Citibank Online to Actual Budget🇺🇸 United States
- Sync Fidelity to Actual Budget🇺🇸 United States
- Sync Bank of America to Actual Budget🇺🇸 United States
- Sync Charles Schwab to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of EquatePlus or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.