Sync Vanguard to SimpleFIN
BankSync may support connections to Vanguard 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 Vanguard to SimpleFIN
map your columns once
Search for Vanguard in BankSync
Sign up for BankSync and, if Vanguard 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 Vanguard 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 Vanguard to SimpleFIN
Transactions
Sync available Vanguard transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Vanguard accounts.
Holdings
Sync supported investment positions, quantities, and market values from Vanguard.
Trades
Sync supported investment trade and activity history from Vanguard.
Loans
Sync supported loan balances and provider-supplied liability details from Vanguard.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Vanguard 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 Vanguard with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
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Sync Vanguard somewhere else
The same Vanguard connection can feed any of these destinations.
- Sync Vanguard to Actual Budget
- Sync Vanguard to Airtable
- Sync Vanguard to Firefly III
- Sync Vanguard to Google Sheets
- Sync Vanguard to Home Assistant
- Sync Vanguard to Microsoft Excel
- Sync Vanguard to MongoDB
- Sync Vanguard to MySQL
- Sync Vanguard to Notion
- Sync Vanguard to PostgreSQL
- Sync Vanguard to Securo
- Sync Vanguard to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Elements Financial FCU to SimpleFIN🇺🇸 United States
- Sync TrustCo Bank to SimpleFIN🇺🇸 United States
- Sync American Community Bank & Trust - Commercial to SimpleFIN🇺🇸 United States
- Sync Caltech Employees Federal Credit Union to SimpleFIN🇺🇸 United States
- Sync Keystone Savings Bank to SimpleFIN🇺🇸 United States
- Sync Bangor Savings Bank - Employees to SimpleFIN🇺🇸 United States
- Sync Wood County National Bank to SimpleFIN🇺🇸 United States
- Sync Waukesha State Bank - Business to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Vanguard or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.