Sync First Foundation - Personal to SimpleFIN
BankSync may support connections to First Foundation - 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 First Foundation - Personal to SimpleFIN
map your columns once
Search for First Foundation - Personal in BankSync
Sign up for BankSync and, if First Foundation - 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 First Foundation - 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 First Foundation - Personal to SimpleFIN
Transactions
Sync available First Foundation - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported First Foundation - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from First Foundation - Personal.
Trades
Sync supported investment trade and activity history from First Foundation - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from First Foundation - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any First Foundation - 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 First Foundation - Personal with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
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Sync First Foundation - Personal somewhere else
The same First Foundation - Personal connection can feed any of these destinations.
- Sync First Foundation - Personal to Actual Budget
- Sync First Foundation - Personal to Airtable
- Sync First Foundation - Personal to Firefly III
- Sync First Foundation - Personal to Google Sheets
- Sync First Foundation - Personal to Home Assistant
- Sync First Foundation - Personal to Microsoft Excel
- Sync First Foundation - Personal to MongoDB
- Sync First Foundation - Personal to MySQL
- Sync First Foundation - Personal to Notion
- Sync First Foundation - Personal to PostgreSQL
- Sync First Foundation - Personal to Securo
- Sync First Foundation - Personal to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Elements Financial FCU to SimpleFIN🇺🇸 United States
- Sync TrustCo Bank to SimpleFIN🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to SimpleFIN🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to SimpleFIN🇺🇸 United States
- Sync Keystone Savings Bank to SimpleFIN🇺🇸 United States
- Sync Bangor Savings Bank - Employees to SimpleFIN🇺🇸 United States
- Sync Wood County National Bank to SimpleFIN🇺🇸 United States
- Sync Waukesha State Bank - Business to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of First Foundation - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.