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