Sync IVY Funds to SimpleFIN
BankSync may support connections to IVY Funds 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 IVY Funds to SimpleFIN
Search for IVY Funds in BankSync
Sign up for BankSync and, if IVY Funds 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 IVY Funds 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 IVY Funds to SimpleFIN
Transactions
Sync available IVY Funds transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported IVY Funds accounts.
Holdings
Sync supported investment positions, quantities, and market values from IVY Funds.
Trades
Sync supported investment trade and activity history from IVY Funds.
Loans
Sync supported loan balances and provider-supplied liability details from IVY Funds.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any IVY Funds 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 IVY Funds with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync IVY Funds somewhere else
The same IVY Funds connection can feed any of these destinations.
- Sync IVY Funds to Actual Budget
- Sync IVY Funds to Airtable
- Sync IVY Funds to Firefly III
- Sync IVY Funds to Google Sheets
- Sync IVY Funds to Home Assistant
- Sync IVY Funds to Microsoft Excel
- Sync IVY Funds to MongoDB
- Sync IVY Funds to MySQL
- Sync IVY Funds to Notion
- Sync IVY Funds to PostgreSQL
- Sync IVY Funds to Securo
- Sync IVY Funds to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Chase to SimpleFIN🇺🇸 United States
- Sync American Express to SimpleFIN🇺🇸 United States
- Sync Capital One to SimpleFIN🇺🇸 United States
- Sync Wells Fargo to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of IVY Funds or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.