How do I sync bank transactions automatically?

To sync bank transactions automatically, sign up for BankSync, connect your bank accounts through secure open banking APIs, select your destination (Notion, Airtable, or Google Sheets), configure field mappings, and set up a sync schedule. BankSync will automatically import new transactions based on your schedule.

How often can I sync bank transactions?

BankSync can sync your bank transactions as frequently as every 15 minutes, or you can schedule daily, weekly, or monthly syncs. You can also trigger manual syncs anytime for immediate updates.

What transaction data can I sync?

You can sync transaction 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.

Can I sync transactions to multiple destinations?

Yes, you can create multiple sync configurations to send the same bank transaction data to different destinations (e.g., Notion, Airtable, and Google Sheets) with different field mappings for each.

Sync Bank Transactions Automatically

Automatically sync bank transactions to Notion, Airtable, and Google Sheets. Real-time updates, automated categorization, and custom field mapping. Connect 10k+ banks.

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Watch Your Transactions Sync

See how transaction data automatically flows from your banks through BankSync into your spreadsheet in real-time.

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Transaction Sync Features

Real-Time Sync

Sync transactions as frequently as every 15 minutes or on a custom schedule.

Automated Categorization

Transactions are automatically categorized and ready for analysis.

Field Mapping

Map transaction fields to match your destination schema exactly.

Multiple Destinations

Sync to Notion, Airtable, Google Sheets, or all three simultaneously. Use our Google Sheets add-on for a streamlined experience.

Why Automate Transaction Sync?

Save Time

Eliminate hours of manual transaction entry. Your financial data stays current automatically.

Reduce Errors

Automated sync eliminates typos and data entry mistakes. Your financial records are accurate.

Stay Current

Your budgets and financial dashboards always reflect the latest transactions.

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