10,000+ banks and investment institutions, synced automatically

Key takeaways

• •More than 10,000 banks and investment institutions across the US, Canada and Europe connect automatically.
• •Transactions and balances sync on their own and arrive categorized.
• •Brokerage accounts sync holdings, not just cash balances.
• •Unsupported banks can be imported from statement files.

Which banks does EasyFin sync with?

EasyFin syncs with more than 10,000 banks and investment institutions in the United States, Canada and Europe, including brokerages, plus Monobank in Ukraine through its own API. You search for your bank in the app, sign in through the bank's secure flow, and EasyFin never sees or stores your bank password.

How often do transactions sync?

New transactions and balances arrive automatically after you connect an account, so the app stays current without you opening it. Each one is categorized as it lands, and your budgets and net worth update with it.

What if my bank is not supported?

Import a statement file from your bank and EasyFin reads the transactions from it. You can also add any transaction manually or by speaking it.

Frequently asked questions

Is it safe to connect my bank to EasyFin?

You sign in through your bank's own secure flow, and EasyFin receives read-only access to transactions and balances. EasyFin never sees or stores your bank password and cannot move money.

Does EasyFin sync investment accounts?

Yes. Brokerage and investment accounts sync holdings and balances alongside your bank accounts, so investments count toward the same net worth.