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
Redbark only syncs posted (settled) transactions. 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.Sync list
The syncs page shows a card for each sync with:- Sources: the bank accounts included in the sync (institution logo, account name, masked number)
- Destination: the destination name and type (Google Sheets, Notion, etc.)
- 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 will not run. |
| Syncing | A sync is currently in progress |
Sync detail page
Click Details on any sync card to open its detail page. Four information cards are shown:- Sources: institution, account names and numbers, 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
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.Choose a destination
Pick which specific destination to sync to from your connected destinations of that type.
Select accounts
Choose one or more bank accounts to include in the sync. Accounts are grouped by institution.