Chase
Brokerage
Notion
Workspace
Connect Chase to Notion
Automatically sync your portfolio balances and trades to a database in your Notion workspace.
Features
Everything, end to end.
From
Chase
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
Notion
- Keep a Notion database up to date automatically with bank sync
- Start from the Synci Finance template, or sync into a database you already built
- Choose exactly which transaction fields become Notion properties
- Amounts, dates, and categories arrive as real property types, so filters, rollups, and views keep working
- Track balances per account and over time in their own databases
- Enrich transactions with clean merchant names, logos, and more (Pro)
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 Chase's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Chase accounts you want to sync.
Link to Notion
Point those accounts at a database in Notion.
Sync automatically
Balances, holdings, and trades flow from Chase to Notion 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 Chase 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 Notion within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Chase accounts sync, and rules can transform data before it reaches Notion.
No. Synci connects to Chase through a secure data provider, which means authentication happens on Chase's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Chase through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Chase.