Sync Presence Bank to SimpleFIN
BankSync may support connections to Presence Bank 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 Presence Bank to SimpleFIN
Search for Presence Bank in BankSync
Sign up for BankSync and, if Presence Bank 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 Presence Bank 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 Presence Bank to SimpleFIN
Transactions
Sync available Presence Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Presence Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Presence Bank.
Trades
Sync supported investment trade and activity history from Presence Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Presence Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Presence Bank 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 Presence Bank 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 Presence Bank somewhere else
The same Presence Bank connection can feed any of these destinations.
- Sync Presence Bank to Actual Budget
- Sync Presence Bank to Airtable
- Sync Presence Bank to Firefly III
- Sync Presence Bank to Google Sheets
- Sync Presence Bank to Home Assistant
- Sync Presence Bank to Microsoft Excel
- Sync Presence Bank to MongoDB
- Sync Presence Bank to MySQL
- Sync Presence Bank to Notion
- Sync Presence Bank to PostgreSQL
- Sync Presence Bank to Securo
- Sync Presence Bank 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 Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Presence Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.