Syncs

Manage your data syncs from bank accounts to destinations

A sync links one or more bank accounts to a destination. Data flows from your accounts into the destination automatically.

Sync behaviour

New posted transactions are appended on each sync. Pending transactions are excluded. Existing ones are skipped using the Transaction ID for deduplication.

Transaction syncs are append-only and never modify existing records. Only settled (posted) transactions are synced — pending transactions are excluded.

Why pending transactions are excluded by default

Redbark only syncs posted (settled) transactions by default. The Consumer Data Right (CDR) standard — which underpins Open Banking in Australia — does not guarantee that a pending transaction’s ID will match when it settles. Banks often assign a completely new ID once a transaction posts, and the amount or description can change too.

If pending transactions were synced, you’d frequently see duplicates: the original pending row, plus a new posted row for the same transaction with a different ID. There’s no way to reliably match them up after the fact.

Waiting for transactions to post means every row in your destination is final and won’t be duplicated later.

Include pending transactions (experimental)

If you need to see transactions before they settle, you can enable pending transactions for individual syncs. Go to the sync’s Settings page and toggle Include pending transactions under the Experimental section.

Enabling this will likely cause duplicates. When a pending transaction posts, your bank usually assigns it a new ID, so it appears as a separate entry. You will need to clean up duplicates manually.

Sync list

The syncs page shows a card for each sync with a status pill and a “Last synced” line. Each card has a View button that opens the sync detail page.

Statuses

Status	Description
Active	Sync is enabled and running on schedule
Inactive	Sync is disabled. Automatic syncs will not run.
Syncing	A sync is currently in progress
Needs attention	The sync is blocked and requires user action (see Needs attention)

Sync detail page

Click View on any sync card to open its detail page. The header has the sync title and a status badge inline, followed by two cards:

• Connections: the bank accounts included in the sync, with institution and connection status
• Destination: destination name and type, with an Open action to launch the destination in its native app and a Refresh action

An Activity Feed of the most recent runs sits below the two cards.

Tabs

The detail page has the following tabs:

• Overview — the default view described above
• Settings — toggles and configuration (see below)
• Categories — YNAB only, for category mapping
• Deliveries — Webhook only, showing recent HTTP delivery attempts

Settings

The Settings tab exposes:

• Enabled toggle: disable automatic syncs without deleting the sync
• Data From Date: change how far back transactions are pulled. Updating this triggers a tracked backfill task with live progress. Trial users cannot change this setting.
• Account mappings: map source accounts to destination resources (per-account mode)
• Balances tab: Google Sheets only — toggle writing a separate balances tab
• Include Pending Transactions: experimental toggle for pending transactions
• Webhook settings: Webhook only — update URL, rotate signing secret, hard resync, or re-enable a disabled webhook
• Delete sync: permanently remove the sync

Needs attention

When a sync is blocked, a banner appears at the top of the detail page and the sync list row shows a Needs attention badge. Categories include destination authentication expired, bank connection lost, bank consent expired or withdrawn, sync configuration error, deleted destination resource, and data error. Each banner exposes a recovery action (reconnect, view details, or manage destinations).

Manual sync

Click Sync Now on a sync’s detail page to trigger an immediate sync. The button is disabled while the sync is inactive.

Creating a new sync

Click Add Sync from the syncs page. You need at least one connection and one destination before you can create a sync. Trial users can create one sync.

1. Select a destination type

   Choose the type of destination: Google Sheets, You Need a Budget, or Webhook.

2. Choose a destination

   Pick which specific destination to sync to from your connected destinations of that type.

3. Select accounts

   Choose one or more bank accounts to include in the sync. Accounts are grouped by institution.

4. Choose a sync mode (Google Sheets only)

   Pick Bulk to write all accounts to a single sheet, or Per-account to map each account to its own sheet.

5. Map accounts (YNAB only)

   Map each bank account to a YNAB account.

6. Map categories (YNAB only)

   Map source transaction categories to YNAB categories.

7. Choose a date range

   Pick how far back to sync transactions. Trial users are capped at three months. The date range can be changed later from the sync’s Settings tab, which triggers a backfill.

See Google Sheets and You Need a Budget for destination-specific configuration.