AJ Bell
Brokerage
Actual Budget
Budgeting app
Connect AJ Bell to Actual Budget
Sync your portfolio balances and trades to Actual Budget through its built-in SimpleFIN bank sync.
Features
Everything, end to end.
From
AJ Bell
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
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
I love YNAB, but Synci has made it actually usable for me. Also great support!
Obeq
Gift from God: Just want to say thank you for a seamless experience together with YNAB.
emiliusap
Discovered Synci via a Reddit ad. Finally a helpful ad! Works great! Thank you for the good service.
Qllervo
Thank you so much for Synci! Not being able to automate my budget for 3 months definitely made me realise just how valuable YNAB is to me, and I'm incredibly glad and relieved that I found a service that makes everything work again.
Jonna
Easy YNAB sync with good support: Works well, and is easy to set up. Quick and friendly support.
Kristoffer
Trustpilot
I just signed up. Been a manual entry YNAB user for many years. This is great!
JanBrogger
[Synci] works flawlessly so far and I have not encountered any problems. Highly recommended!
Amazing-Wasabi-2145
Setup
How it works
Connect securely
Log in through AJ Bell's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which AJ Bell accounts you want to sync.
Link to Actual Budget
Paste your Synci setup token into Actual's SimpleFIN bank sync, then link the shared accounts.
Sync automatically
Balances, holdings, and trades flow from AJ Bell to Actual Budget 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 AJ Bell for new data every hour to every 6 hours, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Actual Budget within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which AJ Bell accounts sync, and rules can transform data before it reaches Actual Budget.
No. Synci connects to AJ Bell through a secure data provider, which means authentication happens on AJ Bell's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to AJ Bell through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and AJ Bell.