Connect Banco de Investimento Global to YNAB
Automatically sync your bank transactions and balances to your YNAB budget accounts.
Features
From
Banco de Investimento Global
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Might not support credit card accounts
To
YNAB
- Keep your budget up to date with automatic bank sync
- Map any transaction field to YNAB-specific fields
- Transform transactions with transfer link rules
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How it works
Connect securely
Log in through Banco de Investimento Global's own PSD2 flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Banco de Investimento Global accounts you want to sync.
Link to YNAB
Point those accounts at your YNAB budget accounts.
Sync automatically
Transactions and balances flow from Banco de Investimento Global to YNAB from that point on.
FAQ
Frequently asked questions
- How often does Banco de Investimento Global sync to YNAB?
- Synci polls Banco de Investimento Global for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to YNAB within seconds.
- Does Banco de Investimento Global support pending transactions?
- Yes — Banco de Investimento Global exposes pending transactions, and Synci syncs them to YNAB. When the bank eventually books them, Synci automatically updates the same transactions in YNAB rather than creating duplicates.
- Are Banco de Investimento Global credit card accounts supported?
- Banco de Investimento Global may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my Banco de Investimento Global login shared with Synci?
- No. Synci connects to Banco de Investimento Global through regulated PSD2 APIs, which means authentication happens on Banco de Investimento Global's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Banco de Investimento Global?
- Synci currently connects to Banco de Investimento Global through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Banco de Investimento Global.
We are not affiliated, associated, or in any way officially connected with YNAB or any of its subsidiaries or affiliates. The official YNAB website can be found at https://www.ynab.com. The names YNAB and You Need A Budget, as well as related names, tradenames, marks, trademarks, emblems, and images are registered trademarks of YNAB.