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