Sync Merrill to Actual Budget
BankSync may support connections to Merrill accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync Merrill to Actual Budget
Search for Merrill in BankSync
Sign up for BankSync and, if Merrill is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Merrill fields supplied by the provider to columns in Actual Budget.
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 Merrill to Actual Budget
Transactions
Sync available Merrill transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Merrill accounts.
Holdings
Sync supported investment positions, quantities, and market values from Merrill.
Trades
Sync supported investment trade and activity history from Merrill.
Loans
Sync supported loan balances and provider-supplied liability details from Merrill.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Merrill field to any column in Actual Budget — 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 Merrill with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync Merrill somewhere else
The same Merrill connection can feed any of these destinations.
- Sync Merrill to Airtable
- Sync Merrill to Firefly III
- Sync Merrill to Google Sheets
- Sync Merrill to Home Assistant
- Sync Merrill to Microsoft Excel
- Sync Merrill to MongoDB
- Sync Merrill to MySQL
- Sync Merrill to Notion
- Sync Merrill to PostgreSQL
- Sync Merrill to Securo
- Sync Merrill to SimpleFIN
- Sync Merrill to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Chase to Actual Budget🇺🇸 United States
- Sync American Express to Actual Budget🇺🇸 United States
- Sync Capital One to Actual Budget🇺🇸 United States
- Sync Wells Fargo to Actual Budget🇺🇸 United States
- Sync Fidelity to Actual Budget🇺🇸 United States
- Sync Citibank Online to Actual Budget🇺🇸 United States
- Sync Bank of America to Actual Budget🇺🇸 United States
- Sync PayPal to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Merrill or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.