Sync Upgrade to Sure
BankSync may support connections to Upgrade accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.
How to sync Upgrade to Sure
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 Sure
Authorise BankSync to write data to your Sure 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 Sure.
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 Sure
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 Sure.
Custom Field Mappings
Map any Upgrade field to any column in Sure — 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 Sure?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure 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 SimpleFIN
Other banks that sync to Sure
Institutions in the same market that can also route account data to Sure.
- Sync Chase to Sure🇺🇸 United States
- Sync American Express to Sure🇺🇸 United States
- Sync Capital One to Sure🇺🇸 United States
- Sync Wells Fargo to Sure🇺🇸 United States
- Sync Fidelity to Sure🇺🇸 United States
- Sync Citibank Online to Sure🇺🇸 United States
- Sync Bank of America to Sure🇺🇸 United States
- Sync Charles Schwab to Sure🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Upgrade or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.