Plan Destination (now The Newport Group)
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Sync Plan Destination (now The Newport Group) to Notion

BankSync may support connections to Plan Destination (now The Newport Group) accounts through third-party open banking providers, then route the supported account data shown below to Notion. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Plan Destination (now The Newport Group) to Notion

Mapping Plan Destination (now The Newport Group) fields into Notion
map your columns once
1

Search for Plan Destination (now The Newport Group) in BankSync

Sign up for BankSync and, if Plan Destination (now The Newport Group) is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Notion

Authorise BankSync to write data to your Notion workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Plan Destination (now The Newport Group) fields supplied by the provider to columns in Notion.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

How to Get Started

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What gets synced from Plan Destination (now The Newport Group) to Notion

Transactions

Sync available Plan Destination (now The Newport Group) transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Plan Destination (now The Newport Group) accounts.

Holdings

Sync supported investment positions, quantities, and market values from Plan Destination (now The Newport Group).

Trades

Sync supported investment trade and activity history from Plan Destination (now The Newport Group).

Loans

Sync supported loan balances and provider-supplied liability details from Plan Destination (now The Newport Group).

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Notion.

Custom Field Mappings

Map any Plan Destination (now The Newport Group) field to any column in Notion — 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 Plan Destination (now The Newport Group) with Notion?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Notion in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Plan Destination (now The Newport Group) or Notion. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.