The Solomon Foundation - Client
Actual Budget logo
Actual Budget

Sync The Solomon Foundation - Client to Actual Budget

BankSync may support connections to The Solomon Foundation - Client 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.

United StatesBank SyncAvailable

How to sync The Solomon Foundation - Client to Actual Budget

Mapping The Solomon Foundation - Client fields into Actual Budget
map your columns once
1

Search for The Solomon Foundation - Client in BankSync

Sign up for BankSync and, if The Solomon Foundation - Client is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported The Solomon Foundation - Client fields supplied by the provider to columns in Actual Budget.

4

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 Solomon Foundation - Client to Actual Budget

Transactions

Sync available The Solomon Foundation - Client transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported The Solomon Foundation - Client accounts.

Holdings

Sync supported investment positions, quantities, and market values from The Solomon Foundation - Client.

Trades

Sync supported investment trade and activity history from The Solomon Foundation - Client.

Loans

Sync supported loan balances and provider-supplied liability details from The Solomon Foundation - Client.

Account Details

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

Custom Field Mappings

Map any The Solomon Foundation - Client 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 The Solomon Foundation - Client with Actual Budget?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.

Get Started Free

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