FirstOak Bank
Sync FirstOak Bank to Notion
BankSync may support connections to FirstOak Bank accounts through third-party open banking providers, then route the supported account data shown below to Notion. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with FirstOak Bank or Notion. Names are used only to describe potential account-data coverage and destination compatibility.
United StatesBank SyncAvailable
How to sync FirstOak Bank to Notion
1
Search for FirstOak Bank in BankSync
Sign up for BankSync and, if FirstOak Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
Authorize Notion
Authorise BankSync to write data to your Notion workspace. Select the database, table, or sheet where the supported account data should land.
3
Configure field mappings
Map the supported FirstOak Bank fields supplied by the provider to columns in Notion.
4
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
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What gets synced from FirstOak Bank to Notion
Transactions
Sync available FirstOak Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported FirstOak Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from FirstOak Bank.
Trades
Sync supported investment trade and activity history from FirstOak Bank.
Loans
Sync supported loan balances and provider-supplied liability details from FirstOak Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Notion.
Custom Field Mappings
Map any FirstOak Bank field to any column in Notion — 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 FirstOak Bank with Notion?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Notion in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of FirstOak Bank or Notion. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.