Sync SerraFi to Actual Budget
BankSync may support connections to SerraFi accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync SerraFi to Actual Budget
Search for SerraFi in BankSync
Sign up for BankSync and, if SerraFi is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported SerraFi fields supplied by the provider to columns in Actual Budget.
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 SerraFi to Actual Budget
Transactions
Sync available SerraFi transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported SerraFi accounts.
Holdings
Sync supported investment positions, quantities, and market values from SerraFi.
Trades
Sync supported investment trade and activity history from SerraFi.
Loans
Sync supported loan balances and provider-supplied liability details from SerraFi.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any SerraFi field to any column in Actual Budget — 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 SerraFi with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync SerraFi somewhere else
The same SerraFi connection can feed any of these destinations.
- Sync SerraFi to Airtable
- Sync SerraFi to Firefly III
- Sync SerraFi to Google Sheets
- Sync SerraFi to Home Assistant
- Sync SerraFi to Microsoft Excel
- Sync SerraFi to MongoDB
- Sync SerraFi to MySQL
- Sync SerraFi to Notion
- Sync SerraFi to PostgreSQL
- Sync SerraFi to Securo
- Sync SerraFi to SimpleFIN
- Sync SerraFi to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
- Sync Chase to Actual Budget🇺🇸 United States
- Sync American Express to Actual Budget🇺🇸 United States
- Sync Capital One to Actual Budget🇺🇸 United States
- Sync Wells Fargo to Actual Budget🇺🇸 United States
- Sync Fidelity to Actual Budget🇺🇸 United States
- Sync Citibank Online to Actual Budget🇺🇸 United States
- Sync Bank of America to Actual Budget🇺🇸 United States
- Sync Charles Schwab to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of SerraFi or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.