Sync The Bank of Milan to SimpleFIN
BankSync may support connections to The Bank of Milan 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 The Bank of Milan to SimpleFIN
map your columns once
Search for The Bank of Milan in BankSync
Sign up for BankSync and, if The Bank of Milan 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 The Bank of Milan 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 The Bank of Milan to SimpleFIN
Transactions
Sync available The Bank of Milan transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported The Bank of Milan accounts.
Holdings
Sync supported investment positions, quantities, and market values from The Bank of Milan.
Trades
Sync supported investment trade and activity history from The Bank of Milan.
Loans
Sync supported loan balances and provider-supplied liability details from The Bank of Milan.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any The Bank of Milan 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 The Bank of Milan with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of The Bank of Milan or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.