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