Connecting your bank accounts is the first step to using BankSync. This guide walks you through the secure process of linking your financial institutions.
How to Connect Your Bank
Follow these steps to connect your bank
Go to the Banks Tab
From your BankSync dashboard, click on the Banks tab in the navigation. Click the "Add Bank" button to start.
Select Your Region
Choose your country/region. Currently supported: US & Canada (via Plaid). EU & AU/NZ coming soon.
Search for Your Bank
Type your bank's name (at least 2 characters) to search. We support thousands of institutions including Chase, Bank of America, Wells Fargo, Citi, Capital One, Fidelity, Schwab, and most credit unions.
Select Account Types
Choose which types of accounts you want to connect: Checking, Savings, Credit Card, Investment, Mortgage, or Loan.
Authenticate with Plaid
A secure Plaid window will open. Enter your bank's online banking credentials and complete any multi-factor authentication (SMS code, email verification) if required.
Connection Complete!
Your bank is now connected. You'll see it listed in the Banks tab with all your selected accounts. You can now create feeds to pull data from these accounts.
Account Types & What You Can Sync
The account types you connect determine what data you can sync:
Checking & Savings
Sync Transactions and Balances from your everyday accounts
Credit Cards
Sync Transactions, Balances, and Loan data from your credit accounts
Investment Accounts
Sync Trades, Holdings, and Balances from brokerage accounts
Mortgages & Loans
Sync Loan data and Balances for debt tracking
Managing Your Banks
Reconnecting Expired Connections
If your connection expires (password change, timeout), click the "Reconnect" button to re-authenticate with Plaid.
Adding More Account Types
Need to add investment accounts? Click "Edit" on the bank and select "Reconnect" to add additional account types.
Removing a Bank
To remove a bank, click the delete button. You'll be warned if you have feeds using accounts from that bank.
Troubleshooting
Next Steps
- Set Up Google Sheets — Connect Google Sheets as a destination
- Set Up Notion — Connect a Notion database
- Create Your First Bank Feed — Start syncing your bank data