Notion is a powerful destination for organizing and analyzing your bank data. This guide covers connecting your Notion workspace and understanding Notion-specific configuration options.
Adding Notion as a Connection
Connect Notion in 3 steps
Go to the Connections Tab
From your BankSync dashboard, click the Connections tab, then click "Add Connection".
Select Notion
Click on the Notion option to start the authorization process.
Authorize Notion Access
Click "Connect Notion" to authorize BankSync. You'll be redirected to Notion to select which pages/databases to share and grant permissions.
Notion Database Requirements
When selecting a Notion database for syncing, ensure it has the appropriate property types for your data:
Date Fields
Use Notion's Date property type for transaction dates
Description
Use Title or Text property type for transaction descriptions
Amounts
Use Number property type for debit and credit amounts
Categories
Use Select or Multi-select property type for transaction categories
Field Mapping for Notion
BankSync fetches your database schema and shows available properties in a dropdown. The system validates that your field types are compatible.
Type Validation
BankSync validates field type compatibility. A Date field should map to a Date property, not Text.
Auto-Fill
Click "Auto fill" to automatically match fields by name similarity.
Tips for Notion
Best practices
Create a dedicated database
Keep synced transactions in their own database for cleaner organization.
Use views for analysis
Create filtered views for expenses by category, monthly summaries, or specific accounts.
Add formula properties
Create formula columns for net amount, running totals, or expense flags.
Link to related databases
Use Notion relations to connect transactions to budgets, projects, or categories.
Next Steps
Once you've added Notion as a connection, you're ready to create your first feed. See our Creating Your First Feed guide for the complete walkthrough.