BankSync lets you automatically sync your banking data to tools like Google Sheets, Notion, and Airtable. This guide walks you through the complete setup process.
Feeds
Your data sync configurations
Banks
Connected bank accounts
Connections
Destination integrations
Receipts
Receipt extraction
Quick Start Guide
Get syncing in 3 steps
Connect Your Bank
Go to the Banks tab and click "Add Bank". Select your region, search for your bank, and complete the secure authentication via Plaid.
Add a Connection
Go to the Connections tab and click "Add Connection". Connect Google Sheets, Notion, or Airtable by completing the OAuth authorization flow.
Create a Feed
Go to the Feeds tab and click the + button. Configure your feed using the 4-tab setup: Source, Destination, Field Mapping, and Schedule.
What Can You Sync?
Transactions
Individual transaction records from checking, savings, and credit card accounts
Balances
Account balance snapshots for net worth tracking over time
Trades
Investment transactions like buys, sells, and dividends from brokerage accounts
Holdings
Current portfolio positions including quantity, value, and cost basis
Loans
Loan and credit card data including balances, rates, and payment info
Creating a Feed (4-Tab Setup)
When you create or edit a feed, you'll go through four configuration tabs:
Source
Select which bank accounts to pull data from
Destination
Choose where to send the data (Google Sheets, Notion, or Airtable)
Field Mapping
Map data fields to destination columns or properties
Schedule
Optionally set up automatic hourly, daily, weekly, or monthly syncs
Running a Sync
Once configured, you can run your sync in two ways:
Incremental Sync
Fetches only new data since your last sync. Fast and efficient for regular updates. This is the default option.
Date Range (Backfill)
Fetch historical data for a specific date range. Useful for initial setup or filling gaps in your data.
Security & Privacy
- Read-only access — BankSync can only read your transaction data, never move money
- Credentials never stored — your bank login goes directly to your bank, not our servers
- Encrypted in transit and at rest — all data is protected with industry-standard encryption
Next Steps
- Connect Your Bank — Detailed guide for connecting your financial institution
- Set Up Google Sheets — Connect and configure Google Sheets as a destination
- Create Your First Bank Feed — Step-by-step guide to setting up your first data sync