Sync The Bank to SimpleFIN
BankSync may support connections to The 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 The Bank to SimpleFIN
Search for The Bank in BankSync
Sign up for BankSync and, if The 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 The 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 The Bank to SimpleFIN
Transactions
Sync available The Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported The Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from The Bank.
Trades
Sync supported investment trade and activity history from The Bank.
Loans
Sync supported loan balances and provider-supplied liability details from The Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any The 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 The 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 The Bank somewhere else
The same The Bank connection can feed any of these destinations.
- Sync The Bank to Actual Budget
- Sync The Bank to Airtable
- Sync The Bank to Firefly III
- Sync The Bank to Google Sheets
- Sync The Bank to Home Assistant
- Sync The Bank to Microsoft Excel
- Sync The Bank to MongoDB
- Sync The Bank to MySQL
- Sync The Bank to Notion
- Sync The Bank to PostgreSQL
- Sync The Bank to Securo
- Sync The Bank to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Chase to SimpleFIN🇺🇸 United States
- Sync American Express to SimpleFIN🇺🇸 United States
- Sync Capital One to SimpleFIN🇺🇸 United States
- Sync Wells Fargo to SimpleFIN🇺🇸 United States
- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of The Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.