Sync Highbeam to Sure
BankSync may support connections to Highbeam accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync Highbeam to Sure
Search for Highbeam in BankSync
Sign up for BankSync and, if Highbeam is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Sure
Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Highbeam fields supplied by the provider to columns in Sure.
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 Highbeam to Sure
Transactions
Sync available Highbeam transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Highbeam accounts.
Holdings
Sync supported investment positions, quantities, and market values from Highbeam.
Trades
Sync supported investment trade and activity history from Highbeam.
Loans
Sync supported loan balances and provider-supplied liability details from Highbeam.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any Highbeam field to any column in Sure — 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 Highbeam with Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.
Get Started FreeSync Highbeam somewhere else
The same Highbeam connection can feed any of these destinations.
- Sync Highbeam to Actual Budget
- Sync Highbeam to Airtable
- Sync Highbeam to Firefly III
- Sync Highbeam to Google Sheets
- Sync Highbeam to Home Assistant
- Sync Highbeam to Microsoft Excel
- Sync Highbeam to MongoDB
- Sync Highbeam to MySQL
- Sync Highbeam to Notion
- Sync Highbeam to PostgreSQL
- Sync Highbeam to Securo
- Sync Highbeam to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Highbeam or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.