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