Sync

All Accounts At One Place

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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 uptodate.
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.
Learn more about your sync providers: Yodlee and SaltEdge.
Is my bank supported for sync?
Do you support Open Banking / PSD2?
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?
Accounts are automatically synced approximately once a day. Each account has a different frequency depending on factors like how often it has new updates.
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 or our sync providers (Yodlee and SaltEdge). Yeah, despite us being in the twentieth century, these people haven't yet figured out how to exchange data in a well-structured format.
If you see duplicates, simply click to expand the transaction, then click "Mark Duplicate". This will do several things:
  • Hide the transaction from your transaction list.
  • Stop counting the transaction towards any of your numbers (balance, expense, income, cashflow, etc.)
  • Avoid syncing this transaction again.
Note that deleting the duplicate will just bring it back upon the next sync. That's expected behavior and we require you to explicitly mark a transaction as duplicate if you don't wish for it to be brought back via sync.
How can I undo marking a transaction as a duplicate?
To undo marking a transaction as a duplicate , please follow these steps:
  • Navigate to the account with the duplicate transactions.
  • Near the top of the transaction list, you will see a link "Duplicates" with a number next to it. Click on that. Note that this link only appears if you have marked transactions as duplicates.
  • You should now see a list of duplicates. You can select them and unmark them as duplicates.
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".
Can I sync my real estate property and track it as part of my net worth?
Yes, you can add your house or other real estate property you own. You can manage it's value manually or use our sync feature to have it be automatically synced with Zillow's Zestimate.
LEARN MORE ABOUT ZILLOW ZESTIMATE
How does 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
To enable this feature, please login and visit Settings / Sync.
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 on screen.
We do not support this functionality on our mobile interfaces yet.
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