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