Destinations overview

Send your bank transactions to budgeting apps, spreadsheets, and more.

Available destinations

DestinationDescription
Lunch MoneySync with Lunch Money for effortless personal finance management
YNABSync transactions and balances to your YNAB budget
Actual BudgetLocal-first budgeting with envelope budgeting principles
SureSelf-hosted open-source personal finance and wealth management
Firefly IIIOpen source personal finance manager with powerful reporting
Google SheetsAutomatic spreadsheet updates - perfect for custom budgets and tracking
Model Context Protocol (MCP)Access your financial data in Claude and other AI assistants
APIBuild custom integrations with our REST API
CSV/OFX FilesDownload files to import into any software

FAQ

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