Interactive Brokers
Brokerage
SimpleFIN apps
Bank data protocol
Connect Interactive Brokers to SimpleFIN apps
Sync your portfolio balances and trades to Buckets, Actual Budget, and any other app powered by SimpleFIN.
Features
Everything, end to end.
From
Interactive Brokers
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
SimpleFIN apps
- Works with any SimpleFIN-compatible budgeting or finance app, including Buckets and Actual Budget
- Set up in minutes with a one-time setup token, no scripts or browser extensions needed
- Apps get a secure, read-only connection limited to the accounts you choose to share
- Re-syncing never creates duplicate transactions
- Customize payees and descriptions with bank account rules
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 Interactive Brokers's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Interactive Brokers accounts you want to sync.
Link to SimpleFIN apps
Copy your Synci setup token and paste it into your app's SimpleFIN settings, then link the shared accounts.
Sync automatically
Balances, holdings, and trades flow from Interactive Brokers to SimpleFIN apps 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
A flexible, pay-per-connection plan — perfect for users with simple needs.
connections
€3.32/month
€39.90 billed yearly
Includes:
- Unlimited destinations
- 2 rules per connection
- 1 condition per rule
- 1 action per rule
- 30-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
€4.58/month
€54.90 billed yearly
Includes:
- Unlimited destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 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 destinations
- Unlimited rules
- 5 conditions per rule
- 5 actions per rule
- 730-day data retention
- High-frequency bank sync (every 30 min)
- Transaction enrichment
FAQ
Questions, answered.
Synci polls Interactive Brokers for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to SimpleFIN apps within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Interactive Brokers accounts sync, and rules can transform data before it reaches SimpleFIN apps.
No. Synci connects to Interactive Brokers through a secure data provider, which means authentication happens on Interactive Brokers's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Interactive Brokers through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Interactive Brokers.