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