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