Focus Bank - Personal
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Sync Focus Bank - Personal to SimpleFIN

BankSync may support connections to Focus 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.

United StatesBank SyncAvailable

How to sync Focus Bank - Personal to SimpleFIN

Mapping Focus Bank - Personal fields into SimpleFIN

map your columns once

1

Search for Focus Bank - Personal in BankSync

Sign up for BankSync and, if Focus Bank - Personal is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize SimpleFIN

Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Focus Bank - Personal fields supplied by the provider to columns in SimpleFIN.

4

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 Focus Bank - Personal to SimpleFIN

Transactions

Sync available Focus Bank - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Focus Bank - Personal accounts.

Holdings

Sync supported investment positions, quantities, and market values from Focus Bank - Personal.

Trades

Sync supported investment trade and activity history from Focus Bank - Personal.

Loans

Sync supported loan balances and provider-supplied liability details from Focus Bank - Personal.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.

Custom Field Mappings

Map any Focus 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 Focus Bank - 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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BankSync is not affiliated with, endorsed by, or an official partner of Focus Bank - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.