SimpleFIN
Import records from your bank via SimpleFIN, an account aggregation service.
What is SimpleFIN?
SimpleFIN connects to your bank through a read-only data feed. It retrieves records without screen scraping, using official bank data feeds where available. SimpleFIN is a paid service ($1.50/month at time of writing).
Setup
- Create a SimpleFIN account.
- Connect your bank accounts within SimpleFIN.
- Generate a SimpleFIN access token.
- In Surebeans: ☰ → Import → From SimpleFIN.
- Paste the access token.
- Map SimpleFIN accounts to Surebeans accounts.
Importing records
Once configured, import fetches recent records from all connected accounts.
Import Review
After importing, Import Review appears.
SimpleFIN vs Beanscrape
| SimpleFIN | Beanscrape | |
|---|---|---|
| Method | Bank data feeds | Browser automation |
| Setup | Create account, paste token | Install CLI, create scripts via LLM |
| Cost | $1.50/month | Free |
| Bank coverage | Wide in the US | Any bank with a website |
| Privacy | Data passes through SimpleFIN servers | Fully local, no third parties |