Sync MyInvestor to Actual Budget
BankSync may support connections to MyInvestor 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 MyInvestor to Actual Budget
Search for MyInvestor in BankSync
Sign up for BankSync and, if MyInvestor 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 MyInvestor 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 MyInvestor to Actual Budget
Transactions
Sync available MyInvestor transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported MyInvestor accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any MyInvestor 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 MyInvestor 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 MyInvestor somewhere else
The same MyInvestor connection can feed any of these destinations.
- Sync MyInvestor to Airtable
- Sync MyInvestor to Firefly III
- Sync MyInvestor to Google Sheets
- Sync MyInvestor to Home Assistant
- Sync MyInvestor to Microsoft Excel
- Sync MyInvestor to MongoDB
- Sync MyInvestor to MySQL
- Sync MyInvestor to Notion
- Sync MyInvestor to PostgreSQL
- Sync MyInvestor to Securo
- Sync MyInvestor to SimpleFIN
- Sync MyInvestor to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Abanca to Actual Budget🇪🇸 Spain
- Sync Airwallex to Actual Budget🇪🇸 Spain
- Sync Arquia (Caja de Arquitectos) to Actual Budget🇪🇸 Spain
- Sync Banca March to Actual Budget🇪🇸 Spain
- Sync Banco Cooperativo Español to Actual Budget🇪🇸 Spain
- Sync BANCO DE INVESTIMENTO GLOBAL ESPANHA, SA to Actual Budget🇪🇸 Spain
- Sync Banco Mediolanum to Actual Budget🇪🇸 Spain
- Sync Banco Pichincha to Actual Budget🇪🇸 Spain
BankSync is not affiliated with, endorsed by, or an official partner of MyInvestor or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.