Stop spending hours manually entering transactions! BankSync is your secure banking data bridge that automatically syncs your financial information directly into your Notion databases.
✨ Key Features: - 10k+ Banks Supported: Connect to major financial institutions in the US & Canada - Smart Data Sync: Automatically import transactions, balances, and bills - Custom Field Mapping: Map your bank data to any Notion database structure - Scheduled Updates: Set it and forget it with automatic daily/weekly/monthly syncs - Bank-Grade Security: Your sensitive data never touches our servers (we're just the secure messenger!) - Multiple Account Types: Checking, savings, credit cards, and investment accounts
Perfect for expense tracking, budget management, financial reporting, and keeping your Notion workspace up-to-date with real banking data. Transform your financial workflow from manual chaos to automated bliss! 💰
How to use
Getting Started with BankSync in 4 Easy Steps! 🛠️
1. Connect Your Bank 🏦 - Sign up at banksync.io and authenticate with your bank - Choose from 136+ supported financial institutions - Securely authorize access (we never store your banking credentials!)
2. Set Up Your Notion Database 📊 - Create a new Notion database or use an existing one - Add properties for: Date, Description, Amount, Category, Bank, Account - Customize field types (Date, Number, Select, etc.) to match your needs
3. Create Your Sync ⚙️ - In BankSync, select "Notion" as your destination - Choose your bank account(s) and database - Map bank fields to your Notion properties (drag & drop interface!) - Set your sync frequency (daily, weekly, or monthly)
4. Watch the Magic Happen ✨ - Your banking data automatically flows into Notion - New transactions appear in real-time - Create views, filters, and formulas for powerful financial insights
Pro Tips: 🔥 - Notion AI will automatically categorise your transactions based on your previous transactions - Use Notion's formula properties to calculate running balances - Create filtered views for different expense categories - Set up automated reports with Notion's built-in analytics - Combine with other Notion templates for complete financial management
Ready to automate your finances? Start your free trial today! 🎉
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