Connect Yorkshire Building Society 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
Yorkshire Building Society
- Secure bank connection with automatic transaction syncing
- Might not support pending transactions
- Supports 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 Yorkshire Building Society's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Yorkshire Building Society accounts you want to sync.
Step 03
Link to Actual Budget
Step 04
Sync automatically
Transactions and balances flow from Yorkshire Building Society to Actual Budget from that point on.
FAQ
Frequently asked questions
- How often does Yorkshire Building Society sync to Actual Budget?
- Synci polls Yorkshire Building Society 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 Yorkshire Building Society support pending transactions?
- Yorkshire Building Society 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 Yorkshire Building Society credit card accounts supported?
- Yes — Yorkshire Building Society credit card accounts can be connected and synced to Actual Budget alongside your regular accounts.
- Is my Yorkshire Building Society login shared with Synci?
- No. Synci connects to Yorkshire Building Society through regulated PSD2 APIs, which means authentication happens on Yorkshire Building Society's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Yorkshire Building Society?
- Synci currently connects to Yorkshire Building Society through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Yorkshire Building Society.