Question 1

How do I sync bank transactions to Google Sheets?

Accepted Answer

To sync bank transactions to Google Sheets, sign up for BankSync, connect your bank accounts through secure open banking APIs, select Google Sheets as your destination, and configure field mappings. BankSync will automatically sync your transaction data to Google Sheets based on your configured schedule (daily, weekly, or monthly).

Question 2

Can I sync investment accounts and brokerage data to Airtable?

Accepted Answer

Yes, BankSync supports syncing investment accounts including trades, holdings, and balances to Airtable. You can sync data from brokerage accounts like Robinhood, Fidelity, and other investment platforms directly into your Airtable bases with automated field mapping.

Question 3

Can I sync loan accounts and credit cards to Notion or Google Sheets?

Accepted Answer

Yes, BankSync supports syncing loan accounts including credit cards, student loans, mortgages, and other loan types to Notion, Airtable, and Google Sheets. You can track loan balances, payment due dates, interest rates, minimum payments, and other loan details with automated field mapping.

Question 4

How often does BankSync sync bank data?

Accepted Answer

BankSync can sync your bank data as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed for immediate updates.

Question 5

Is it safe to connect my bank accounts to BankSync?

Accepted Answer

Yes, BankSync uses bank-grade security through open banking APIs (Plaid). Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

Question 6

What banks are supported by BankSync?

Accepted Answer

BankSync supports 10,000+ banks and financial institutions across the US and Canada, including major banks like Chase, Bank of America, Wells Fargo, and investment platforms like Robinhood and Fidelity.

Question 7

Can I sync multiple bank accounts at once?

Accepted Answer

Yes, you can connect and sync multiple bank accounts simultaneously. BankSync allows you to select which accounts to sync and configure different field mappings for each account or destination.

Question 8

What data can I sync from my bank accounts?

Accepted Answer

You can sync transactions (dates, amounts, descriptions, categories, merchant information), account balances, investment trades, holdings, and loan accounts (credit cards, student loans, mortgages) from your bank and brokerage accounts to Notion, Airtable, or Google Sheets.

Question 9

How do I connect my bank to Notion?

Accepted Answer

To connect your bank to Notion, sign up for BankSync, connect your bank accounts, select Notion as your destination, and configure field mappings to match your Notion database schema. BankSync will automatically sync your transaction data to your Notion database.

Sync Transactions to Google Sheets, Notion, & Airtable

Your Finances Done The Way You Want It.

Trusted Open Banking Security

Save Hours Monthly

Spot Hidden Savings & Opportunities

Supported Destinations

Transactions & balances

10k+ bank coverage

Field mapping

Scheduling & automation

Destinations you use

Observability

See Bank Feeds in Action

Sync to Google Sheets

Sync to Notion

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How it works

Works with your destinations

Sync Brokerage Accounts & Investment Data

Trades

Holdings

Balances

Loans

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