Sync Square Banking to Actual Budget

BankSync may support connections to Square Banking 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.

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How to sync Square Banking to Actual Budget

Mapping Square Banking fields into Actual Budget — map your columns once

Search for Square Banking in BankSync

Sign up for BankSync and, if Square Banking 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 Square Banking 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 Square Banking to Actual Budget

Transactions

Sync available Square Banking transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Square Banking accounts.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.

Custom Field Mappings

Map any Square Banking 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 Square Banking 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 Square Banking somewhere else

The same Square Banking connection can feed any of these destinations.

Other banks that sync to Actual Budget

Institutions in the same market that can also route account data to Actual Budget.

BankSync is not affiliated with, endorsed by, or an official partner of Square Banking or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.