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