Sync Interactive Brokers to Actual Budget

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

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How to sync Interactive Brokers to Actual Budget

Mapping Interactive Brokers fields into Actual Budget

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Search for Interactive Brokers in BankSync

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

Authorize Actual Budget

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

Configure field mappings

Map the supported Interactive Brokers fields supplied by the provider to columns in Actual Budget.

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 Interactive Brokers to Actual Budget

Balances

Sync current and available balances for supported Interactive Brokers accounts.

Holdings

Sync supported investment positions, quantities, and market values from Interactive Brokers.

Trades

Sync supported investment trade and activity history from Interactive Brokers.

Orders

Sync supported open and pending investment orders from Interactive Brokers.

Account Details

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

Custom Field Mappings

Map any Interactive Brokers field to any column in Actual Budget — 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 Interactive Brokers with Actual Budget?

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

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Sync Interactive Brokers somewhere else

The same Interactive Brokers connection can feed any of these destinations.

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