Sync My Savings Direct to SimpleFIN
BankSync may support connections to My Savings Direct 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 Savings Direct to SimpleFIN
Search for My Savings Direct in BankSync
Sign up for BankSync and, if My Savings Direct 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 Savings Direct 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 Savings Direct to SimpleFIN
Transactions
Sync available My Savings Direct transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported My Savings Direct accounts.
Holdings
Sync supported investment positions, quantities, and market values from My Savings Direct.
Trades
Sync supported investment trade and activity history from My Savings Direct.
Loans
Sync supported loan balances and provider-supplied liability details from My Savings Direct.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any My Savings Direct 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 Savings Direct 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 Savings Direct somewhere else
The same My Savings Direct connection can feed any of these destinations.
- Sync My Savings Direct to Actual Budget
- Sync My Savings Direct to Airtable
- Sync My Savings Direct to Firefly III
- Sync My Savings Direct to Google Sheets
- Sync My Savings Direct to Home Assistant
- Sync My Savings Direct to Microsoft Excel
- Sync My Savings Direct to MongoDB
- Sync My Savings Direct to MySQL
- Sync My Savings Direct to Notion
- Sync My Savings Direct to PostgreSQL
- Sync My Savings Direct to Securo
- Sync My Savings Direct 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 PayPal to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of My Savings Direct or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.