Sync Simplii Financial to Sure
BankSync may support connections to Simplii 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 Simplii Financial to Sure
Search for Simplii Financial in BankSync
Sign up for BankSync and, if Simplii 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 Simplii 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 Simplii Financial to Sure
Transactions
Sync available Simplii Financial transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Simplii Financial accounts.
Holdings
Sync supported investment positions, quantities, and market values from Simplii Financial.
Trades
Sync supported investment trade and activity history from Simplii Financial.
Loans
Sync supported loan balances and provider-supplied liability details from Simplii Financial.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Sure.
Custom Field Mappings
Map any Simplii 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 Simplii 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 Simplii Financial somewhere else
The same Simplii Financial connection can feed any of these destinations.
- Sync Simplii Financial to Actual Budget
- Sync Simplii Financial to Airtable
- Sync Simplii Financial to Firefly III
- Sync Simplii Financial to Google Sheets
- Sync Simplii Financial to Home Assistant
- Sync Simplii Financial to Microsoft Excel
- Sync Simplii Financial to MongoDB
- Sync Simplii Financial to MySQL
- Sync Simplii Financial to Notion
- Sync Simplii Financial to PostgreSQL
- Sync Simplii Financial to Securo
- Sync Simplii Financial to SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
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- Sync American Express (Canada) to Sure🇨🇦 Canada
- Sync BMO Bank of Montreal to Sure🇨🇦 Canada
- Sync RBC Royal Bank to Sure🇨🇦 Canada
- Sync Tangerine - Personal to Sure🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Simplii Financial or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.