Connect OB Sandbox 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
OB Sandbox
- 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 OB Sandbox's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which OB Sandbox accounts you want to sync.
Step 03
Link to Actual Budget
Step 04
Sync automatically
Transactions and balances flow from OB Sandbox to Actual Budget from that point on.
FAQ
Frequently asked questions
- How often does OB Sandbox sync to Actual Budget?
- Synci polls OB Sandbox 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 OB Sandbox support pending transactions?
- OB Sandbox 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 OB Sandbox credit card accounts supported?
- OB Sandbox may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my OB Sandbox login shared with Synci?
- No. Synci connects to OB Sandbox through regulated PSD2 APIs, which means authentication happens on OB Sandbox's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to OB Sandbox?
- Synci currently connects to OB Sandbox through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and OB Sandbox.