Sync PennyMac to Sure
BankSync may support connections to PennyMac accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync PennyMac to Sure
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 Sure
Authorise BankSync to write data to your Sure 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 Sure.
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 Sure
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 Sure.
Custom Field Mappings
Map any PennyMac field to any column in Sure — 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 Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure 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 SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of PennyMac or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.