Sync Hargreaves Lansdown to SimpleFIN
BankSync may support connections to Hargreaves Lansdown 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 Hargreaves Lansdown to SimpleFIN
map your columns once
Search for Hargreaves Lansdown in BankSync
Sign up for BankSync and, if Hargreaves Lansdown 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 Hargreaves Lansdown 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 Hargreaves Lansdown to SimpleFIN
Balances
Sync current and available balances for supported Hargreaves Lansdown accounts.
Holdings
Sync supported investment positions, quantities, and market values from Hargreaves Lansdown.
Trades
Sync supported investment trade and activity history from Hargreaves Lansdown.
Orders
Sync supported open and pending investment orders from Hargreaves Lansdown.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Hargreaves Lansdown 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 Hargreaves Lansdown 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 Hargreaves Lansdown somewhere else
The same Hargreaves Lansdown connection can feed any of these destinations.
- Sync Hargreaves Lansdown to Actual Budget
- Sync Hargreaves Lansdown to Airtable
- Sync Hargreaves Lansdown to Firefly III
- Sync Hargreaves Lansdown to Google Sheets
- Sync Hargreaves Lansdown to Home Assistant
- Sync Hargreaves Lansdown to Microsoft Excel
- Sync Hargreaves Lansdown to MongoDB
- Sync Hargreaves Lansdown to MySQL
- Sync Hargreaves Lansdown to Notion
- Sync Hargreaves Lansdown to PostgreSQL
- Sync Hargreaves Lansdown to Securo
- Sync Hargreaves Lansdown to Sure
BankSync is not affiliated with, endorsed by, or an official partner of Hargreaves Lansdown or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.