Optima Bank
Bank
Google Sheets
Spreadsheet
Connect Optima Bank to Google Sheets
Automatically sync your transactions and balances to spreadsheets in Google Sheets.
Features
Everything, end to end.
From
Optima Bank
- Sync scheduleEvery 30 to 360 min
- Pending transactionsSupported
- Credit card accountsSupported
- History on first syncUp to 365 days
- Bank login renewalEvery 180 days
To
Google Sheets
- Keep a spreadsheet up to date automatically with bank sync
- Choose exactly which transaction fields appear as columns
- Track current and historical balances on dedicated tabs
- Data syncs as real numbers and dates, ready for formulas and pivot tables
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How do you connect Optima Bank to Google Sheets?
Synci syncs new transactions and balances automatically, including pending transactions where the bank exposes them, and your first sync imports up to 365 days of history.
Connect securely
Log in through Optima Bank's own PSD2 flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Optima Bank accounts you want to sync.
Link to Google Sheets
Point those accounts at your spreadsheet(s) in Google Sheets.
Sync automatically
Transactions and balances flow from Optima Bank to Google Sheets from that point on.
Pricing
Pricing that scales with you.
Pay only for the bank connections you need. Start small and add more as you grow.
Basic
Our entry pay-per-connection plan. Perfect for users with simple needs.
connections
€2.00/month
€23.99 billed yearly
Includes:
- Unlimited accounts
- Unlimited destinations
- 2 rules per connection
- 60-day data retention
- Bank sync every 6 hours
- Not included:Transaction enrichment
Pro
Premium plan with transaction enrichment, more rules, high-frequency sync, and priority support.
connections
€3.08/month
€36.99 billed yearly
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- 365-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
Enterprise
Unlimited pay-as-you-go plan tailored to businesses and high-volume individuals.
connections
Usage-based pricing
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- 730-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
FAQ
Questions, answered.
Synci polls Optima Bank 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 Google Sheets within seconds.
Yes — Optima Bank exposes pending transactions, and Synci syncs them to Google Sheets. When the bank eventually books them, Synci automatically updates the same transactions in Google Sheets rather than creating duplicates.
When you first connect Optima Bank, Synci can import up to 365 days of transaction history into Google Sheets. From that point on, new transactions and balance changes are synced continuously.
Yes — Optima Bank credit card accounts can be connected and synced to Google Sheets alongside your regular accounts.
No. Synci connects to Optima Bank through regulated PSD2 APIs, which means authentication happens on Optima Bank's own login flow. Your bank login credentials are never shared with or stored by Synci.
Synci currently connects to Optima Bank through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Optima Bank.