Sync Transamerica Retirement Plans to SimpleFIN
BankSync may support connections to Transamerica Retirement Plans 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 Transamerica Retirement Plans to SimpleFIN
map your columns once
Search for Transamerica Retirement Plans in BankSync
Sign up for BankSync and, if Transamerica Retirement Plans 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 Transamerica Retirement Plans 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 Transamerica Retirement Plans to SimpleFIN
Transactions
Sync available Transamerica Retirement Plans transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Transamerica Retirement Plans accounts.
Holdings
Sync supported investment positions, quantities, and market values from Transamerica Retirement Plans.
Trades
Sync supported investment trade and activity history from Transamerica Retirement Plans.
Loans
Sync supported loan balances and provider-supplied liability details from Transamerica Retirement Plans.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Transamerica Retirement Plans 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 Transamerica Retirement Plans 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 Transamerica Retirement Plans somewhere else
The same Transamerica Retirement Plans connection can feed any of these destinations.
- Sync Transamerica Retirement Plans to Actual Budget
- Sync Transamerica Retirement Plans to Airtable
- Sync Transamerica Retirement Plans to Firefly III
- Sync Transamerica Retirement Plans to Google Sheets
- Sync Transamerica Retirement Plans to Home Assistant
- Sync Transamerica Retirement Plans to Microsoft Excel
- Sync Transamerica Retirement Plans to MongoDB
- Sync Transamerica Retirement Plans to MySQL
- Sync Transamerica Retirement Plans to Notion
- Sync Transamerica Retirement Plans to PostgreSQL
- Sync Transamerica Retirement Plans to Securo
- Sync Transamerica Retirement Plans to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Transamerica Retirement Plans or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.