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Redbark Sync connects your bank and brokerage accounts to your favourite productivity tools, syncing transactions, holdings, and trades so your finances are always up to date.

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How it works

Connect an account

Link your Australian bank or brokerage account securely.

Choose a destination

Pick where your data should go — Google Sheets, Airtable, Notion, YNAB, or a self-hosted app.

Sync automatically

Data syncs automatically. You can also trigger a manual sync anytime.

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Supported providers

Australian banks

Connect via the Consumer Data Right (CDR) through Fiskil. Supports all major Australian banks.

New Zealand banks

Coming soon. NZ bank support is on the roadmap.

Brokerages

Connect via SnapTrade. Sync holdings and trades from brokerages worldwide.

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Set up your first sync

1

Connect an account

Click Add Connection and choose your provider:
  • Australian bank — opens the Fiskil consent flow. Select your bank and log in via Australia’s Consumer Data Right.
  • Brokerage — opens the SnapTrade connection portal. Link your brokerage account.
Your credentials are handled securely by each provider and are never stored on Redbark servers.
2

Select an account

Once connected, your accounts sync automatically. Choose the account you want to sync — you’ll see the account name, type, and current balance.
3

Add a destination

Click Add Destination and choose where to send your data:
  • Google Sheets — sync to a spreadsheet (supports transactions, holdings, and trades)
  • Airtable — sync to an Airtable base (transactions)
  • Notion — sync to a Notion database (transactions)
  • YNAB — sync to a YNAB budget (transactions)
Sign in with your account to grant Redbark Sync access, then select the specific spreadsheet, base, database, or budget to write to.You can also sync to self-hosted apps like Actual Budget and Sure using standalone Docker tools.
4

Review data fields

The data synced depends on the type of sync:
  • Transactions (banking) — 12 fields including date, amount, description, category, and merchant
  • Holdings (brokerage) — 10 fields including symbol, quantity, current price, and market value
  • Trades (brokerage) — 12 fields including trade date, symbol, type, quantity, and price
See the destinations page for the full field reference.
5

Start syncing

Click Create Sync to finish setup. Your first sync runs automatically, and new data is synced on an ongoing basis from there.

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After setup

Use the sidebar to manage your syncs, connections, destinations, runs, and consents. You can trigger a manual sync anytime from a sync’s detail page using the Sync Now button.