Sync SimplyBank - Personal to Actual Budget
BankSync may support connections to SimplyBank - Personal 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 SimplyBank - Personal to Actual Budget
map your columns once
Search for SimplyBank - Personal in BankSync
Sign up for BankSync and, if SimplyBank - Personal 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 SimplyBank - Personal 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 SimplyBank - Personal to Actual Budget
Transactions
Sync available SimplyBank - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported SimplyBank - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from SimplyBank - Personal.
Trades
Sync supported investment trade and activity history from SimplyBank - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from SimplyBank - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any SimplyBank - Personal 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 SimplyBank - Personal with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
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Sync SimplyBank - Personal somewhere else
The same SimplyBank - Personal connection can feed any of these destinations.
- Sync SimplyBank - Personal to Airtable
- Sync SimplyBank - Personal to Firefly III
- Sync SimplyBank - Personal to Google Sheets
- Sync SimplyBank - Personal to Home Assistant
- Sync SimplyBank - Personal to Microsoft Excel
- Sync SimplyBank - Personal to MongoDB
- Sync SimplyBank - Personal to MySQL
- Sync SimplyBank - Personal to Notion
- Sync SimplyBank - Personal to PostgreSQL
- Sync SimplyBank - Personal to Securo
- Sync SimplyBank - Personal to SimpleFIN
- Sync SimplyBank - Personal to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of SimplyBank - Personal or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.