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🇦🇺AustraliaLive·CDR

Up to Notion

Sync your Up transactions, balances, and holdings into Notion on a schedule. CDR-regulated. No screen-scraping. Free 14-day trial.

Start free 14-day trialAll Australian → Notion
Up logo
→
Notion logo

Australian bank · CDR

Up → Notion

Sync to Notion via Fiskil

Bank details →

Quick answer

To sync Up to Notion: sign up for BankSync, authorise Up via the regulated CDR consent (your credentials never leave Up), pick Notion as the destination, map fields, and save. Sync runs automatically — as often as every 15 minutes.

Four steps to sync

1

Sign up for BankSync

Create a free account and start your 14-day trial. No credit card required.

2

Connect your Up account

Choose Up from the bank list and authorise the regulated CDR consent. Your credentials stay with Up and never reach BankSync.

3

Pick Notion as the destination

Connect your Notion workspace, choose what to sync (transactions, balances, holdings), and pick a schedule.

4

Save and sync

BankSync syncs your Up data into Notion on your chosen schedule — every 15 minutes, hourly, or daily.

CDR

Consumer Data Right

Regulator: ACCC & Treasury

Australia's Consumer Data Right (CDR) is the regulated open banking framework letting you securely share your bank data with accredited recipients. BankSync routes through Fiskil, an accredited Data Recipient (ADR).

Routed via Fiskil (Accredited Data Recipient — ADRBNK000246).

CDR overview (Treasury) →CDR register (ACCC) →Data standards (DSB) →

Connect Up to a different destination

Up → Google SheetsUp → AirtableUp → ExcelUp → ClaudeUp → ChatGPT

Frequently asked questions

Sign up for BankSync, connect your Up account via the regulated CDR consent flow, choose Notion as the destination, map fields, and save. BankSync syncs transactions automatically as often as every 15 minutes.
Yes. Up is supported via Consumer Data Right (CDR). BankSync routes through Fiskil — Routed via Fiskil (Accredited Data Recipient — ADRBNK000246)..
Transactions (date, description, amount, balance, category), account balances, account details, and where applicable investment holdings, trades, and loan balances. All flow into Notion with the field mappings you choose.
Yes. BankSync only ever holds a scoped, revocable CDR consent — never your Up credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from Up or BankSync.
As often as every 15 minutes. Daily and weekly schedules are also available, plus on-demand manual refreshes.
Yes. Add as many Australian institutions as you want; BankSync writes them all into the same Notion database with a per-account column.

Sync Up to Notion

Free 14-day trial. CDR-regulated. Cancel anytime.

Start Syncing Your Financial Data

14-day free trial • Cancel anytime