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