Sync list
The syncs page shows a card for each sync with:- Source — the bank account (institution logo, account name, masked number)
- Destination — the destination name and type (Google Sheets, Airtable, or Notion)
- Status — current sync state
- Last activity — how long ago the last sync ran
Statuses
| Status | Description |
|---|---|
| Active | Sync is enabled and running on schedule |
| Inactive | Sync is disabled — automatic syncs won’t run |
| Syncing | A sync is currently in progress |
Sync detail page
Click Details on any sync card to open its detail page. You’ll see four information cards:- Source — institution, account name and number, connection status
- Destination — destination name and type, with a link to open in the destination app
- Status — whether the sync is active and the result of the last run
- Timeline — when the sync was created and when it last ran
Settings
From the detail page you can:- Toggle sync on/off — disable automatic syncs without deleting the sync
- Change destination — switch which destination the sync writes to
- Delete sync — permanently remove the sync