Notion syncs bank transactions into a Notion database as pages, with one page per transaction and a typed property for each field.Documentation Index
Fetch the complete documentation index at: https://docs.redbark.co/llms.txt
Use this file to discover all available pages before exploring further.
Setup
Connect your Notion workspace
Click Add Destination, select Notion, and authorise Redbark Sync. Notion asks which pages and databases to share — Redbark can only see the pages you grant it access to.
Select or create a database
Choose an existing database to write to. If you don’t have one yet, click Create Database and Redbark creates a “Redbark Transactions” database inside the first page you shared.
How it works
On each sync, Redbark Sync:- Ensures the schema: any missing transaction properties are created on the database automatically (see the table below). Notion allows only one title property, so if your database already has a title with a different name, it is renamed to Description rather than a second title being added.
- Reads existing Transaction IDs: the database is queried and the
Transaction IDproperty is used to identify transactions that have already been synced. - Creates pages: only new posted transactions are written, as new pages. Pending transactions are excluded by default to avoid duplicates when they later post with updated details.
Transaction properties
| Property | Type | Description |
|---|---|---|
| Transaction ID | Text | Unique identifier used for deduplication |
| Date | Date | Transaction date |
| Description | Title | Transaction description (Notion’s title property) |
| Amount | Number | Transaction amount |
| Currency | Text | ISO 4217 currency code |
| Direction | Select | credit or debit |
| Category | Text | Transaction category (if available) |
| Merchant | Text | Merchant name (if available) |
| Account | Text | Bank account name |
| Status | Select | posted or pending |
| Class | Text | payment, transfer, fee, interest, or other |
| Post Date | Date | Date the transaction was posted |
Dates are written as a local
YYYY-MM-DD value using the source account’s timezone when available (e.g. Pacific/Auckland for NZ accounts), otherwise the destination’s configured timezone.Deduplication
Each transaction’sTransaction ID property is matched against the pages already in the database, so re-running a sync never creates duplicate pages.
Authentication
Notion uses OAuth 2.0. Access tokens do not expire and there is no refresh token to rotate, so once you connect a workspace it stays connected until you revoke Redbark’s access in Notion. If you remove the integration’s access, re-authenticate from the destinations page.Rate limits
Notion limits requests to roughly three per second. Redbark batches page creation and automatically retries rate-limited requests with backoff, so large first syncs complete without manual intervention — they just take a little longer.Tips
- Share the database, not your whole workspace: only grant Redbark access to the page or database you want it to write to.
- Build views on top: add your own filtered views, formulas, and rollups in Notion — Redbark only creates and updates transaction pages, so your views keep working as data grows.
- One database per sync: point each sync at a single database. You can create multiple Notion destinations if you want different databases.