Sync Popular Direct - Personal to SimpleFIN
BankSync may support connections to Popular Direct - Personal 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 Popular Direct - Personal to SimpleFIN
map your columns once
Search for Popular Direct - Personal in BankSync
Sign up for BankSync and, if Popular Direct - Personal 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 Popular Direct - Personal 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 Popular Direct - Personal to SimpleFIN
Transactions
Sync available Popular Direct - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Popular Direct - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from Popular Direct - Personal.
Trades
Sync supported investment trade and activity history from Popular Direct - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from Popular Direct - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Popular Direct - Personal 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 Popular Direct - Personal with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Popular Direct - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.