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