Sync
All Accounts At One Place
All accounts at one place
- Effortlessly bring all your accounts at one place by connecting to your bank or credit card and automatically downloading transactions and balances.
Over
20,000 banks are supported worldwide including Bank of America, Wells Fargo, Chase, American Express, Discover and many more.
- Buxfer uses high-grade encryption and conducts regular audits by independent security firms to provide top-notch security.
How it works
- Search for your bank, then enter your online banking login information.
- Using high-grade security, Buxfer will connect to your bank and automatically fetch your accounts, balances and transactions.
- New transactions will be synced automatically and account balances will be automatically kept up to date.
FAQs
Are my online banking username and password safe with you?The bank's login information you share is not stored in our database, but is instead stored by our sync providers:
Yodlee and
SaltEdge. Once sent to the provider, we no longer have any access to your login information.
All our sync providers have decades of experience handling sensitive customer information. They even power payments and online banking interfaces for many banks.
My bank is not supported for sync. Can I still use Buxfer?
Yes, Buxfer is designed to work even if you can't or don't want to sync your bank accounts.
You can use one of these methods to enter your transactions:
-
Upload statements: Download statements from your online banking website and upload them to Buxfer.
Read more here.
-
Manually enter transactions: Manually enter transactions one at a time. While more tedious, this is also
more flexible and allows you to enter future-dated transactions, itemize transactions, etc.
How can I set up my accounts to automatically sync?
To setup an account for automatic sync, please follow these steps:
- Click Add > Account.
- Start typing in the name of your bank. Banks supported for
sync will be suggested. Please select the one that matches your bank name, then
click "Add Account".
- Enter the login information for your bank account and click "Sync".
After I have setup my accounts for sync, when exactly are they updated?For most banks, we automatically sync accounts approximately once a day, whether or not you
login to your account.
Each account has a different frequency depending on factors like how often it has new transactions.
For some banks, we are unable to sync accounts automatically. This can happen if the bank
requires answers to security questions, or has restricted access to your account, among other reasons.
To force your accounts to updated, follow these steps:
- Click "Accounts" in the top navigation bar.
- Click "Sync".
My accounts are showing duplicate transactions. What should I do?In general, sync will try not to create duplicates. In cases when it does, most often it is due to the poor quality of data
provided by banks. Despite us being in the twenty-first century, these people haven't yet figured out how to exchange data in a well-structured format.
If you see duplicates, simply delete them and they will not be synced back to your account.
If I manually enter my transactions, will syncing my account create duplicates?No, in general, sync will not create duplicates. Sync is smart enough to detect duplicates and automatically merge them, so you don't need to worry about it.
A synced transaction is considered a duplicate if all of the following conditions are met:
- Amount exactly matches a previously entered transaction.
- Description is similar to the previously entered transaction. Similarity is calculated as the percentage of words that are common to both transactions.
- Date is within 5 days of the previously entered transaction.
If you enter transactions manually in a "Pending" state. Upon syncing, they will be automatically marked as "Reconciled".
How do pretty descriptions for sync (and upload) work?Often times, banks provide transaction descriptions which are all caps and look extremely ugly. Buxfer can
automatically make them look a little prettier, if you want it to.
For certain synced transactions, we can identify merchant information and use that to make the description look nicer.
E.g.: We might prettify a description of the form "ADTSECURITY MYADT.COM" to "ADT Security Services".
For transactions where we are unable to identify merchant information, we convert them into
camel case,
i.e. all words start with a capital letter followed by lowercase letters.
| ORIGINAL DESCRIPTION
| PRETTY DESCRIPTION
|
| COSTCO WHOLESALE 98728 |
Costco Wholesale 98728 |
| DOORDASH*CHEESECAKE FACTORY |
Doordash*cheesecake Factory |
How can I disable sync for an account?
To disable sync using our desktop website, please follow these steps:
- Navigate to the page for the account.
- Click "Edit" to the right of the account name.
- Click "Disable Sync" and follow the subsequent instructions.
We do not support this functionality on our mobile interfaces yet.