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