Matias

Articles detailing financial connections, accounts and transactions.

Banks, Brokerages & Crypto

A guide to financial connections, and what they actually are.

Financial connections

A guide to the financial accounts Synci retrieves through your connections.

Accounts

Useful information regarding the transactions we fetch from your accounts.

Transactions

How long we store your financial data, and how to customize it.

Data retention

An overview of the banks, brokerages, and crypto exchanges you can connect to Synci.

Supported institutions

Synci Dashboard

Feedback

Roadmap

Changelog

Reddit

Core concepts and everything you need to get started with Synci.

Getting Started

Synci overview

A guide on how to add destinations to Synci.

Adding destinations

A step-by-step guide for adding financial accounts to Synci.

Adding bank accounts

Begin transferring transactions by creating a transfer link.

Linking bank accounts to destinations

Everything you need to know as an existing Synci customer.

Differences between the old and new Synci

A list of guides for every destination supported by Synci.

Destinations

YNAB

Guide for connecting Lunch Money to Synci.

Lunch Money

Guide for connecting Google Sheets to Synci. With Google Sheets, Synci mirrors your transactions and balances straight into a spreadsheet you own and control.

Google Sheets

Connect an AI assistant like Claude, ChatGPT, or Perplexity directly to your Synci account and ask about your money in plain language.

MCP & AI assistants

Zapier

Guides and explanations for destinations, transfer links and transfer logs.

Connecting Banks to Destinations

A “transfer link” is the link between a bank account and a destination, enabling automatic and manual transaction transfers. There are no limits to how many transfer links you can create. This means you can link a single bank account to multiple destinations by creating a transfer link for each destination.

Transfer links

Transfer Logs are the "shipping manifest" for your financial data. They provide a detailed record of every attempt Synci makes to move a transaction from your bank to your destination, allowing you to track its journey and troubleshoot any delivery issues.

Transfer logs

Rules can be used to automatically handle or transform bank transactions.

Rules

An introduction to creating rules for transforming transactions.

Creating rules

Everything you need to know about rules, and how to configure them.

Rule configuration

Rule Logs provide a transparent, step-by-step audit trail of every automation Synci performs on your transactions. They are the primary tool for debugging your rules, verifying that transformations are working as expected, and even reverting changes if something goes wrong.

Rule logs

Use webhooks or the Synci API to transfer your data anywhere.

Developers

The Synci API is a powerful, REST-based interface designed for developers to automate their financial workflows. Whether you're building custom reporting, integrating with unique budgeting tools, or creating complex automation rules, our API provides the same robust features that power the Synci dashboard.

Webhooks allow your own applications or third-party services like Zapier to receive real-time notifications whenever something happens in your Synci account. Instead of polling our API for updates, Synci "pushes" the data to your URL as it occurs.

Webhooks

Building OAuth apps

Learn more about our security and policies.

General

Account

When you connect a third-party app with Synci or link an AI assistant through MCP, you decide what it can access, you can see everything you've connected in one place, and you can cut off access instantly. This article covers the consent screen, per-account access, where connections live, and the notifications you'll get.

Managing third-party apps and AI assistants

Refund Policy

Your financial data is a sensitive asset. At Synci, we build with a "Security-First" mindset, ensuring that every transaction, account identifier, and personal detail is protected by industry-standard encryption, modern authentication, and continuous security auditing.

Security

Legal

Troubleshooting

Bank Issues

What to do if your bank accounts aren't syncing properly.

Bank account not syncing

Missing bank accounts or credit cards

Transaction Issues

Transaction amounts are reversed

Pending transactions are not being synced

Transactions have incorrect descriptions and/or payees

Transaction amounts are in the wrong currency

How can we help you?

Help Center

Improved

Fixed

Old Synci (deprecated)

synci

In Review

Planned

In Progress

Completed

Rejected

Waiting on GoCardless

Waiting on Customer

High Priority

Low Priority

Not Possible

Main Roadmap

Quarterly Roadmap

Monthly Roadmap

Tell us how we can make Synci more useful to you.

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