Sync Klarity to SimpleFIN
BankSync may support connections to Klarity 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 Klarity to SimpleFIN
Search for Klarity in BankSync
Sign up for BankSync and, if Klarity 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 Klarity 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 Klarity to SimpleFIN
Transactions
Sync available Klarity transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Klarity accounts.
Holdings
Sync supported investment positions, quantities, and market values from Klarity.
Trades
Sync supported investment trade and activity history from Klarity.
Loans
Sync supported loan balances and provider-supplied liability details from Klarity.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Klarity 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 Klarity 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 Klarity somewhere else
The same Klarity connection can feed any of these destinations.
- Sync Klarity to Actual Budget
- Sync Klarity to Airtable
- Sync Klarity to Firefly III
- Sync Klarity to Google Sheets
- Sync Klarity to Home Assistant
- Sync Klarity to Microsoft Excel
- Sync Klarity to MongoDB
- Sync Klarity to MySQL
- Sync Klarity to Notion
- Sync Klarity to PostgreSQL
- Sync Klarity to Securo
- Sync Klarity 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 Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity 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 Klarity or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.