Connect Santander Corporate & Investment Banking to Actual Budget
Sync your transactions and balances to Actual Budget through its built-in SimpleFIN bank sync.
Regulated Open BankingSimple per-connection pricing
Features
From
Santander Corporate & Investment Banking
- Secure bank connection with automatic transaction syncing
- Might not support pending transactions
- Might not support credit card accounts
To
Actual Budget
- Works with any hosted Actual server, including self-hosted and PikaPods
- Syncs through the SimpleFIN bank sync built into Actual, no scripts or browser extensions needed
- Run Bank Sync in Actual whenever you want fresh data
- Customize payees and descriptions with bank account rules
- Secure, read-only access limited to the accounts you choose to share
Setup
How it works
Step 01
Connect securely
Log in through Santander Corporate & Investment Banking's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Santander Corporate & Investment Banking accounts you want to sync.
Step 03
Link to Actual Budget
Step 04
Sync automatically
Transactions and balances flow from Santander Corporate & Investment Banking to Actual Budget from that point on.
FAQ
Frequently asked questions
- How often does Santander Corporate & Investment Banking sync to Actual Budget?
- Synci polls Santander Corporate & Investment Banking 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 Actual Budget within seconds.
- Does Santander Corporate & Investment Banking support pending transactions?
- Santander Corporate & Investment Banking may not expose pending transactions through PSD2. Booked transactions are always supported, and are typically available within a day of being processed by the bank.
- Are Santander Corporate & Investment Banking credit card accounts supported?
- Santander Corporate & Investment Banking may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my Santander Corporate & Investment Banking login shared with Synci?
- No. Synci connects to Santander Corporate & Investment Banking through regulated PSD2 APIs, which means authentication happens on Santander Corporate & Investment Banking's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Santander Corporate & Investment Banking?
- Synci currently connects to Santander Corporate & Investment Banking through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Santander Corporate & Investment Banking.