Sync HSBC to YNAB

BankSync may support connections to HSBC accounts through third-party open banking providers, then route the supported account data shown below to YNAB. Set up takes under 10 minutes and requires no code.

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Learn more about our YNAB Integration

How to sync HSBC to YNAB

map your columns once

Search for HSBC in BankSync

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

Authorize YNAB

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

Configure field mappings

Map the supported HSBC fields supplied by the provider to columns in YNAB.

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 HSBC to YNAB

Transactions

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

Balances

Sync current and available balances for supported HSBC accounts.

Account Details

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

Custom Field Mappings

Map any HSBC field to any column in YNAB — 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 HSBC with YNAB?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into YNAB in minutes.

HSBC Details|YNAB Details|View Pricing

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Sync HSBC somewhere else

The same HSBC connection can feed any of these destinations.

Other banks that sync to YNAB

Institutions in the same market that can also route account data to YNAB.

BankSync is not affiliated with, endorsed by, or an official partner of HSBC or YNAB. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.