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