Banks, Brokerages & Crypto
Articles detailing financial connections, accounts and transactions.
- Financial connectionsWhat a financial connection is, its status and health, consent renewal, connection settings, and how connections are billed.
- AccountsA guide to the financial accounts Synci retrieves through your connections: account types, sync settings, health, enrichment, and field mapping.
- TransactionsHow Synci syncs transactions, pending vs. booked, mapped and enriched fields, duplicate detection, rules, and logs.
- Data retentionHow long we store your financial data, how plan changes affect it, and how to customize it.
- Supported institutionsAn overview of the banks, brokerages, and crypto exchanges you can connect to Synci: 2,900+ banks in 32 countries across Europe and New Zealand, plus brokerages and crypto exchanges.
- BalancesWhat available and cleared balances mean, how credit card and brokerage balances work, how often balances update, and how to send balances to YNAB, Lunch Money or Google Sheets.
- Transaction enrichmentEnrichment uses AI to turn raw bank text into clean merchant names, logos, categories and more. Learn what it adds, which plan and accounts it works with, how to turn it on, and how your data is handled.