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