> ## Documentation Index
> Fetch the complete documentation index at: https://redbark.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Connect bank and brokerage accounts, then sync transactions, balances, holdings, and trades to the tools you use.

Redbark Sync connects your Australian, New Zealand, and United States bank accounts to productivity tools like Google Sheets and You Need a Budget. Transactions sync automatically.

## How it works

<Columns cols={3}>
  <Card title="Connect an account" icon="building-columns">
    Link your Australian, New Zealand, or United States bank account.
  </Card>

  <Card title="Choose a destination" icon="bullseye-arrow">
    Pick where your data goes: Google Sheets, Airtable, Notion, You Need a Budget, or a Webhook.
  </Card>

  <Card title="Sync automatically" icon="rotate">
    New data syncs automatically as soon as your bank publishes it. You can also trigger a manual sync at any time.
  </Card>
</Columns>

## Supported providers

<Columns cols={3}>
  <Card title="Australian banks" icon="flag">
    Connect via the Consumer Data Right (CDR) through Fiskil. Supports all major Australian banks.
  </Card>

  <Card title="New Zealand banks" icon="flag">
    Connect via Akahu, New Zealand's open banking platform. Supports the major NZ banks. See [Connections](/docs/connections#new-zealand-banks).
  </Card>

  <Card title="United States banks" icon="flag">
    Connect via Plaid. Supports US banks, credit unions, and card issuers. See [Connections](/docs/connections#united-states-banks).
  </Card>

  <Card title="Brokerages" icon="chart-line">
    Connect brokerage accounts to sync holdings and trades. Available on the Professional plan (and during your trial).
  </Card>
</Columns>

## Set up your first sync

<Steps>
  <Step title="Connect an account">
    Click **Add Connection** and choose **AU Banks**, **NZ Banks**, or **US Banks**. Australian banks open the Fiskil consent flow, where you select your bank and log in via the Consumer Data Right. New Zealand banks open the Akahu authorisation flow, where you choose your bank, log in, and pick the accounts to share. United States banks open Plaid Link, a modal inside Redbark where you search for your bank, log in, and pick the accounts to share.

    In every case, your credentials are handled by your bank's provider (Fiskil, Akahu, or Plaid) and are never stored on Redbark servers.
  </Step>

  <Step title="Select accounts">
    Once connected, your accounts appear automatically. Choose one or more accounts to include in the sync.
  </Step>

  <Step title="Add a destination">
    Click **Add Destination** and choose where to send your data:

    * **[Google Sheets](/docs/google-sheets)**: transactions
    * **[Airtable](/docs/airtable)**: transactions
    * **[Notion](/docs/notion)**: transactions
    * **[You Need a Budget](/docs/ynab)**: transactions
    * **[Webhook](/docs/webhook)**: transactions

    Sign in with your account to grant access, then select the specific spreadsheet, database, or budget.

    You can also sync to self-hosted apps that connect from their own side: **[Actual Budget](/docs/actual-budget)** and **[Firefly III](/docs/firefly-iii)** over [SimpleFIN](/docs/api-reference/simplefin), and **[Sure](/docs/sure)** through its native Redbark provider.
  </Step>

  <Step title="Review data fields">
    Each sync writes 12 transaction fields including date, amount, currency, description, category, and merchant. See the [destinations](/docs/destinations) page for the full field reference.
  </Step>

  <Step title="Choose a date range and create">
    Pick how far back to pull transactions, then click **Create Sync**. Your first sync runs immediately. New data syncs automatically from there.

    Trial users have three months of history included.
  </Step>
</Steps>

## After setup

Use the sidebar to manage your [syncs](/docs/syncs), [connections](/docs/connections), and [destinations](/docs/destinations). [Consents](/docs/consents) lives under Settings. Open any sync to see its [Activity Feed](/docs/runs) of recent runs, or trigger a manual sync with **Sync Now**.