Getting Started
Core concepts and everything you need to get started with Synci.
- Synci overviewGet familiar with the Synci platform: sources, destinations and integrations, linked accounts, field mapping and rules.
- Adding destinations and integrationsWhere to find destinations and integrations in Synci, and a setup guide for each: YNAB, Lunch Money, Google Sheets, Notion, AI assistants, Actual Budget, SimpleFIN apps, webhooks, the API, Zapier and Raycast.
- Adding accountsA step-by-step guide to connecting your bank, brokerage, or crypto-exchange accounts to Synci.
- Linking accounts to destinationsHow to start transferring your financial data to destinations like YNAB, Lunch Money, Google Sheets and Notion.
- Differences between the old and new SynciEverything you need to know as an existing Synci customer.
- Setting up a new connection and how much history you getWhat the setup after connecting asks you (Accounts, Preferences, Transaction preview, Destinations), how Max history and Import from decide how far back your transactions go, and how long the import takes.
- Demo banksTry Synci with generated data: what demo banks are, how to add one, what data it produces, and how to remove it.