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Sync motusbank to SimpleFIN

BankSync may support connections to motusbank 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.

CanadaBank SyncAvailable

How to sync motusbank to SimpleFIN

Mapping motusbank fields into SimpleFIN

map your columns once

1

Search for motusbank in BankSync

Sign up for BankSync and, if motusbank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize SimpleFIN

Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported motusbank fields supplied by the provider to columns in SimpleFIN.

4

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 motusbank to SimpleFIN

Transactions

Sync available motusbank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported motusbank accounts.

Holdings

Sync supported investment positions, quantities, and market values from motusbank.

Trades

Sync supported investment trade and activity history from motusbank.

Loans

Sync supported loan balances and provider-supplied liability details from motusbank.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.

Custom Field Mappings

Map any motusbank 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 motusbank with SimpleFIN?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of motusbank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.