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