Unity Trust Bank
Bank
SimpleFIN apps
Bank data protocol
Connect Unity Trust Bank to SimpleFIN apps
Sync your bank transactions and balances to Actual Budget, Firefly III, Sure, Buckets, and any other app powered by SimpleFIN.
Features
Everything, end to end.
From
Unity Trust Bank
- Sync scheduleEvery 60 to 360 min
- Pending transactionsSupported
- Credit card accountsSupported
- History on first syncUp to 730 days
- Bank login renewalEvery 90 days
To
SimpleFIN apps
- Works with any SimpleFIN-compatible budgeting or finance app, including Actual Budget, Firefly III, Sure, and Buckets
- Set up in minutes with a one-time setup token, no scripts or browser extensions needed
- Apps get a secure, read-only connection limited to the accounts you choose to share
- Re-syncing never creates duplicate transactions
- Customize payees and descriptions with bank account rules
Setup
How do you connect Unity Trust Bank to SimpleFIN apps?
Synci syncs new transactions and balances automatically, including pending transactions where the bank exposes them, and your first sync imports up to 730 days of history.
Connect securely
Log in through Unity Trust Bank's own PSD2 flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Unity Trust Bank accounts you want to sync.
Link to SimpleFIN apps
Copy your Synci setup token and paste it into your app's SimpleFIN settings, then link the shared accounts.
Sync automatically
Transactions and balances flow from Unity Trust Bank to SimpleFIN apps from that point on.
Pricing
Pay per connection.
Pick the plan that matches how often you want fresh data and how far back you need to look. All plans include a 14-day free trial.
Basic
Our entry pay-per-connection plan. Perfect for people with simple needs.
connections
€2.00/month
€23.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- 2 rules per connection
- Bank sync every 6 hours
- 60-day data retention
- Not included:Priority support
AI assistants:
- 60 days of history for your AI assistant
- Not included:Merchant identification
- Not included:Transaction categorization
Pro
Depth for your AI assistants and budgeting tools: enrichment, up to two years of history & fast sync.
connections
€4.33/month
€51.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
Business
Unlimited pay-as-you-go plan tailored to developers and businesses.
connections
Usage-based pricing
Bespoke agreement.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
FAQ
Common questions
Synci polls Unity Trust Bank for new data every 6 hours by default, and as often as every hour on a plan that allows it. Many banks enforce their own daily cap on automated requests, so accounts at those banks are moved to a slower schedule automatically. When new transactions or balance changes are found, they are transferred to SimpleFIN apps within seconds.
Yes — Unity Trust Bank exposes pending transactions, and Synci syncs them to SimpleFIN apps. When the bank eventually books them, Synci automatically updates the same transactions in SimpleFIN apps rather than creating duplicates.
When you first connect Unity Trust Bank, Synci can import up to 730 days of transaction history into SimpleFIN apps. From that point on, new transactions and balance changes are synced continuously.
Yes — Unity Trust Bank credit card accounts can be connected and synced to SimpleFIN apps alongside your regular accounts.
No. Synci connects to Unity Trust Bank through regulated PSD2 APIs, which means authentication happens on Unity Trust Bank's own login flow. Your bank login credentials are never shared with or stored by Synci.
Synci currently connects to Unity Trust Bank through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Unity Trust Bank.