Up to Notion

Sync your Up transactions, balances and holdings into Notion on a schedule, through the regulated CDR consent, with no screen-scraping.

Up Spending and 2Up Spending, synced at 6:02am into the Transactions database.

Up to Notion, in three steps.

  1. 01

    Connect your Up account

    Choose Up from the bank list. Authorise read-only access under the Consumer Data Right (CDR), on your bank’s own consent screen. Your credentials stay with Up.

    UpRead-only
    CommBankRead-only
    NABRead-only
    ConsentCDR
  2. 02

    Pick Notion and map fields

    Connect your Notion workspace and point each supported field at a column.

    MerchantName · Title
    AmountAmount · Number
    CategoryCategory · Select
    DateDate · Date
    AccountAccount · Select
  3. 03

    Save and sync

    Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Notion, start to finish.

Authorize Notion once, then sync bank data into your databases. Filmed with sample accounts; Up connects the same way.

What lands in your database.

Name
The description the bank gives the transaction. Market Lane Coffee
Amount
Signed, in the account’s currency: money out is negative. -$5.80
Category
A spending category you can filter, group and chart by. Eating out
Date
The day the bank posted the transaction. October 19, 2026
Account
The account the row came from, so several banks share one table. 2Up Spending
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

One bank, one destination. Not the whole story.

Up to Notion, in short.

How
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. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
CDR
Consumer Data Right, regulated by 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)
Data
Transactions, balances and holdings, where the provider, account type and your consent support them.
History
United States, Canada and Australia up to 2 years, and United Kingdom up to 60 days.

Questions, answered.

How do I sync Up transactions to Notion?

Sign up for BankSync, connect your Up account via the regulated CDR consent flow, choose Notion as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Is Up supported by BankSync?

Yes. Up is supported via Consumer Data Right (CDR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).

What Up data can I sync to Notion?

The available data types depend on the provider, account type, and permissions you grant. BankSync offers only the supported fields for mapping into Notion.

Is my Up data safe with BankSync?

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.

How often does Notion update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple Australian banks to the same Notion workspace?

Yes. Add as many Australian institutions as you want; BankSync writes them all into the same Notion database with a per-account column.