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