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