Sync SimplyBank - Personal to Securo
BankSync may support connections to SimplyBank - Personal accounts through third-party open banking providers, then route the supported account data shown below to Securo. Set up takes under 10 minutes and requires no code.
How to sync SimplyBank - Personal to Securo
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 Securo
Authorise BankSync to write data to your Securo 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 Securo.
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 Securo
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 Securo.
Custom Field Mappings
Map any SimplyBank - Personal field to any column in Securo — 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 Securo?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Securo 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 Actual Budget
- 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 SimpleFIN
- Sync SimplyBank - Personal to Sure
Other banks that sync to Securo
Institutions in the same market that can also route account data to Securo.
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- Sync Guaranty Bank & Trust (Texas) - Business to Securo🇺🇸 United States
- Sync Empower Retirement - UKG to Securo🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of SimplyBank - Personal or Securo. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.