Is Heritage Bank supported?

Yes. Heritage Bank connects through CDR Open Banking (via Fiskil), so you can link your accounts and start syncing in minutes.

How often does Heritage Bank sync to Zerosum?

Syncs are event-driven: Heritage Bank notifies Redbark via CDR webhooks when new data is available, and your Zerosum updates soon after, within a few hours of a transaction posting, with no fixed polling schedule.

Is my Heritage Bank connection read-only?

Yes. Redbark requests read-only access under the CDR. It can read transactions and balances, and can never move money or change your Heritage Bank accounts.

Does Redbark store my Heritage Bank data?

No. Redbark uses a pass-through architecture: your Heritage Bank transactions are proxied live to Zerosum. We store consent records, encrypted tokens and minimal account metadata, never transaction amounts, descriptions or balances.

Is Redbark independently security tested?

Yes. Redbark was penetration tested in July 2026 by Project Black, a CREST-accredited Australian security firm, covering the web app, REST API, MCP server and admin console. The test returned zero critical and zero high-risk findings, and every finding raised was remediated and confirmed closed on retest.

Which Zerosum plan supports Heritage Bank sync through Redbark?

Zerosum’s bring-your-own-provider bank sync is included with Plus and Pro, including the Pro trial. Redbark Developer is 30% off while your Zerosum connection stays active.

Will Zerosum duplicate my Heritage Bank transactions?

Zerosum runs SimpleFIN imports through its normal review, matching and duplicate-prevention flow. You control which Heritage Bank provider accounts are linked to each budget account.

Australia · Zero-based budgeting

Sync Heritage Bank to Zerosum

Sync Heritage Bank transactions into Zerosum over CDR Open Banking. Redbark serves your accounts through SimpleFIN, which Zerosum supports as a bring-your-own bank sync provider.

Connect Heritage Bank free See pricing

No credit card required

Everyday Account

Heritage Bank

Savings Account

Heritage Bank

Credit Card

Heritage Bank

Household Budget

Account: Everyday

SyncingLast synced: 2 min ago

Zero-based budgeting

Heritage Bank transactions, ready to budget in Zerosum

Zerosum pulls Heritage Bank accounts, balances and transactions from Redbark over SimpleFIN. Link each provider account to your budget, then review and match imported transactions with duplicate prevention built in.

Get started

Sync Heritage Bank to Zerosum in three steps

Connect Heritage Bank

Link your Heritage Bank accounts to Redbark through CDR Open Banking, then generate a SimpleFIN setup token in Settings → API & MCP.

Connect SimpleFIN in Zerosum

In Zerosum, open Bank Sync, choose Connect SimpleFIN, and paste your one-time Redbark setup token. Zerosum claims it and encrypts the resulting credential.