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Zerosum supports SimpleFIN as a bring-your-own bank sync provider. Redbark serves supported Australian, New Zealand, and United States bank accounts through SimpleFIN, so Zerosum can import your balances and transactions without your bank credentials.
Bring-your-own bank sync requires a Zerosum Plus or Pro plan, including the Pro trial. SimpleFIN access requires a Redbark Developer or Professional plan, including trials.

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Setup

1

Connect your banks to Redbark

Add the bank connections you want to use in Redbark. Zerosum can access banking accounts, but not brokerage accounts.
2

Generate a SimpleFIN setup token

In Redbark, open Settings > API & MCP. Generate a SimpleFIN setup token and name it after Zerosum.Copy the token when it appears. It is shown once, can be claimed once, and expires in 7 days if unused.
3

Connect SimpleFIN in Zerosum

In Zerosum, open Bank Sync, choose Connect SimpleFIN, and paste the Redbark setup token. Zerosum claims the token and stores the resulting read-only credential encrypted at rest.
4

Link your accounts

Link each imported bank account to a new or existing Zerosum account. Connecting the provider does not add every account to your budget automatically.

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How it behaves

  • Zerosum requests current balances and transactions from Redbark on its own sync schedule.
  • Imported transactions use Zerosum’s normal review, matching, and duplicate-prevention flow. Approved or reconciled transactions are not silently overwritten.
  • Adding another bank in Redbark does not add it to your budget automatically. Use Refresh accounts in Zerosum, then link the account you want.
  • Redbark Developer is 30% off while the Zerosum connection remains active. Redbark removes the partner discount after 30 days without an authenticated Zerosum sync.

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Disconnect

Disconnecting SimpleFIN in Zerosum deletes Zerosum’s stored credential and returns linked accounts to manual mode. Accounts and existing transactions stay in your Zerosum budget. To revoke the credential directly, open Settings > API & MCP in Redbark and revoke the Zerosum token. This cuts off access without affecting your bank connection or other connected apps. See Zerosum’s bring your own provider guide for its account-linking and troubleshooting instructions. Protocol details and limits are in the SimpleFIN reference.