Sync Vfficient to SimpleFIN
BankSync may support connections to Vfficient 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 Vfficient to SimpleFIN
Search for Vfficient in BankSync
Sign up for BankSync and, if Vfficient 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 Vfficient 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 Vfficient to SimpleFIN
Transactions
Sync available Vfficient transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Vfficient accounts.
Holdings
Sync supported investment positions, quantities, and market values from Vfficient.
Trades
Sync supported investment trade and activity history from Vfficient.
Loans
Sync supported loan balances and provider-supplied liability details from Vfficient.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Vfficient 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 Vfficient 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 Vfficient somewhere else
The same Vfficient connection can feed any of these destinations.
- Sync Vfficient to Actual Budget
- Sync Vfficient to Airtable
- Sync Vfficient to Firefly III
- Sync Vfficient to Google Sheets
- Sync Vfficient to Home Assistant
- Sync Vfficient to Microsoft Excel
- Sync Vfficient to MongoDB
- Sync Vfficient to MySQL
- Sync Vfficient to Notion
- Sync Vfficient to PostgreSQL
- Sync Vfficient to Securo
- Sync Vfficient to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Vfficient or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.