BankSync connects Lincoln Investment Planning to Google Sheets via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
Sign up for BankSync and securely link your Lincoln Investment Planning account through our open banking integration. Your credentials are never stored.
Authorise BankSync to write data to your Google Sheets workspace. Select the database or sheet where your transactions should land.
Map your Lincoln Investment Planning transaction fields — date, amount, merchant, category — to the columns in Google Sheets however you like.
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
Loading video...
Full transaction history from Lincoln Investment Planning including date, amount, merchant, and category.
Current and available balances for all your Lincoln Investment Planning accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Google Sheets.
Merchant names and category codes for richer transaction context.
Map any Lincoln Investment Planning field to any column in Google Sheets — fully configurable.
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets in minutes.
Get Started Free