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BankSync LogoBankSync

Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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© 2026 BankSync. The ultimate personal finance tracker for syncing financial transactions to Notion, Airtable, Google Sheets™, and more.

Documentation & Guides

Everything you need to sync your financial data. From getting started to advanced integrations.

24
Guides
6
Categories
11
Videos

Browse Documentation

Getting Started with BankSync
Connecting Your Bank AccountsConnecting AirtableConnecting Google SheetsCreating Your First FeedGoogle Sheets Add-on Guide

Featured Guides

Start Here

Google Sheets Add-on Guide

Install and use the BankSync Google Sheets Add-on to sync bank transactions directly within Google Sheets without leaving your spreadsheet.

5 min read

Google Sheets Add-on Guide

Set up and use the BankSync Google Workspace Add-on to sync bank data directly from within Google Sheets.

5 min read

Getting Started with BankSync

Complete guide to setting up BankSync and syncing your financial data to Notion, Airtable, or Google Sheets.

5 min read

Browse by Category

All Guides

Beginner5 min

Google Sheets Add-on Guide

Install and use the BankSync Google Sheets Add-on to sync bank transactions directly within Google Sheets without leaving your spreadsheet.

Beginner5 min

Google Sheets Add-on Guide

Set up and use the BankSync Google Workspace Add-on to sync bank data directly from within Google Sheets.

Beginner5 min

Getting Started with BankSync

Complete guide to setting up BankSync and syncing your financial data to Notion, Airtable, or Google Sheets.

Beginner5 min

Connecting Your Bank Accounts

Step-by-step guide to securely connecting your US and Canadian bank accounts to BankSync.

Beginner6 min

Connecting Notion

Learn how to connect your Notion workspace and configure database syncing with BankSync.

Beginner5 min

Connecting Airtable

Learn how to connect your Airtable workspace and configure base syncing with BankSync.

Beginner5 min

Connecting Google Sheets

Learn how to connect your Google Sheets account and configure spreadsheet syncing with BankSync.

Beginner8 min

Receipt Extractor Setup

Set up the Receipt Extractor to automatically process receipts from email forwarding or direct uploads.

Showing 8 of 24 guides. Use the sidebar to browse all categories.

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