Getting Started

What is Redbark?

Redbark automatically syncs your Australian bank transactions to the tools you already use, like Google Sheets, Notion, and YNAB. Instead of manually downloading CSV files or copying data from your banking app, Redbark connects directly to your bank via Open Banking (the CDR) and keeps your data up to date on a schedule. Your banking data is never stored by Redbark. It is fetched live from your bank each time a sync runs and written directly to your chosen destination.

What is a Connection?

A connection is an authenticated link between Redbark and one of your financial institutions (e.g. your bank). When you connect a bank, you are taken to your bank's website to authorise Redbark to access your account data via Open Banking. This is the same secure consent process used across Australia under the Consumer Data Right (CDR). A single connection can include multiple accounts. For example, connecting your everyday bank might give Redbark access to your transaction account, savings account, and credit card all at once. Connections remain active for up to 12 months (a CDR requirement), after which you may need to reconnect.

What is a Destination?

A destination is the place where your synced bank data gets written. It is the target for your transactions. Redbark supports the following destination types: - Google Sheets — transactions are written to a specific tab in a spreadsheet - Notion — transactions are added to a Notion database - YNAB — transactions are imported into a You Need A Budget account - Webhook — transaction data is sent as a JSON payload to an HTTPS endpoint of your choice You can have multiple destinations and even sync the same bank accounts to different destinations at the same time. For example, you might send your transactions to both Google Sheets for reporting and YNAB for budgeting.

What is a Sync?

A sync is the link between your bank accounts and a destination. It tells Redbark which accounts to pull data from, where to send it, and how far back to go. When a sync runs, Redbark fetches the latest transactions from your connected bank accounts and writes them to your chosen destination (e.g. Google Sheets or Notion). Syncs run automatically on a schedule, but you can also trigger them manually with the "Sync Now" button. You can pause a sync at any time by disabling it. Each sync has a start date that controls how far back in history to pull. On the first run, all transactions from that date onwards are synced. After that, only new or updated transactions are picked up. A sync can include accounts from different bank connections and write to multiple destinations at once.

What is an Integration?

An integration is your account-level connection to a third-party service like Google, Notion, or YNAB. Before you can create a destination (e.g. a specific Google Sheet), you first need to connect the integration by signing in with that service. This is a one-time OAuth sign-in step. Once an integration is connected, you can create multiple destinations from it. For example, connecting your Google account once lets you create as many Google Sheets destinations as you need. You can manage your integrations from the Integrations page in the dashboard. If an integration's token expires, you can reconnect it from there.

How does billing work?

Redbark offers a 7-day free trial with no credit card required. During the trial you can create 1 sync and 1 destination to try things out. After the trial, you can upgrade to the Pro plan to unlock unlimited syncs, destinations, and connections. Pro is available as a monthly or yearly subscription. Pro users can also sync historical data going back up to 7 years, compared to 3 months on the trial. You can manage your subscription, update your payment method, or cancel at any time from Settings > Billing in the dashboard.