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