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