Sync Sunward to SimpleFIN
BankSync may support connections to Sunward 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 Sunward to SimpleFIN
map your columns once
Search for Sunward in BankSync
Sign up for BankSync and, if Sunward 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 Sunward 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 Sunward to SimpleFIN
Transactions
Sync available Sunward transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Sunward accounts.
Holdings
Sync supported investment positions, quantities, and market values from Sunward.
Trades
Sync supported investment trade and activity history from Sunward.
Loans
Sync supported loan balances and provider-supplied liability details from Sunward.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Sunward 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 Sunward with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
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Sync Sunward somewhere else
The same Sunward connection can feed any of these destinations.
- Sync Sunward to Actual Budget
- Sync Sunward to Airtable
- Sync Sunward to Firefly III
- Sync Sunward to Google Sheets
- Sync Sunward to Home Assistant
- Sync Sunward to Microsoft Excel
- Sync Sunward to MongoDB
- Sync Sunward to MySQL
- Sync Sunward to Notion
- Sync Sunward to PostgreSQL
- Sync Sunward to Securo
- Sync Sunward to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Franklin Savings Bank (ME) - Business to SimpleFIN🇺🇸 United States
- Sync Elements Financial FCU to SimpleFIN🇺🇸 United States
- Sync TrustCo Bank to SimpleFIN🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to SimpleFIN🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to SimpleFIN🇺🇸 United States
- Sync Keystone Savings Bank to SimpleFIN🇺🇸 United States
- Sync Bangor Savings Bank - Employees to SimpleFIN🇺🇸 United States
- Sync Wood County National Bank to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Sunward or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.