Sync UB Connect to SimpleFIN
BankSync may support connections to UB Connect 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 UB Connect to SimpleFIN
Search for UB Connect in BankSync
Sign up for BankSync and, if UB Connect 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 UB Connect 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 UB Connect to SimpleFIN
Transactions
Sync available UB Connect transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported UB Connect accounts.
Holdings
Sync supported investment positions, quantities, and market values from UB Connect.
Trades
Sync supported investment trade and activity history from UB Connect.
Loans
Sync supported loan balances and provider-supplied liability details from UB Connect.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any UB Connect 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 UB Connect 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 UB Connect somewhere else
The same UB Connect connection can feed any of these destinations.
- Sync UB Connect to Actual Budget
- Sync UB Connect to Airtable
- Sync UB Connect to Firefly III
- Sync UB Connect to Google Sheets
- Sync UB Connect to Home Assistant
- Sync UB Connect to Microsoft Excel
- Sync UB Connect to MongoDB
- Sync UB Connect to MySQL
- Sync UB Connect to Notion
- Sync UB Connect to PostgreSQL
- Sync UB Connect to Securo
- Sync UB Connect 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 UB Connect or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.