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