Transamerica
Brokerage
Actual Budget
Budgeting app
Connect Transamerica 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
Transamerica
- 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 Transamerica's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Transamerica 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 Transamerica to Actual Budget 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 Transamerica for new data every 30 to 360 minutes, 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 Transamerica accounts sync, and rules can transform data before it reaches Actual Budget.
No. Synci connects to Transamerica through a secure data provider, which means authentication happens on Transamerica's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Transamerica through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Transamerica.