Sync Relay Financial to Sure
BankSync may support connections to Relay Financial 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 Relay Financial to Sure
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 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 Relay Financial 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 Relay Financial to Sure
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 Sure.
Custom Field Mappings
Map any Relay Financial 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 Relay Financial 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 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 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
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- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync PayPal to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Relay Financial or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.