Sync Unity Bank - Personal to SimpleFIN
BankSync may support connections to Unity Bank - Personal 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 Unity Bank - Personal to SimpleFIN
map your columns once
Search for Unity Bank - Personal in BankSync
Sign up for BankSync and, if Unity Bank - Personal 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 Unity Bank - Personal 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 Unity Bank - Personal to SimpleFIN
Transactions
Sync available Unity Bank - Personal transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Unity Bank - Personal accounts.
Holdings
Sync supported investment positions, quantities, and market values from Unity Bank - Personal.
Trades
Sync supported investment trade and activity history from Unity Bank - Personal.
Loans
Sync supported loan balances and provider-supplied liability details from Unity Bank - Personal.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Unity Bank - Personal 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 Unity Bank - Personal with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Unity Bank - Personal or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.