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 Notion?

Syncs are event-driven: Heritage Bank notifies Redbark via CDR webhooks when new data is available, and your Notion updates within minutes, 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 Notion. We store consent records, encrypted tokens and minimal account metadata, never transaction amounts, descriptions or balances.

Do I have to give Redbark access to my whole Notion workspace?

No. Notion lets you share only the specific pages or databases you choose. Redbark can only see and write to what you share with it.

Will my Notion views and formulas keep working?

Yes. Redbark only creates and updates transaction pages. Any views, filters, formulas or rollups you build on top keep working as the data grows.

Australia · Notion database

Sync Heritage Bank to Notion

Connect Heritage Bank via CDR Open Banking and push every transaction into a Notion database, automatically, the moment it posts. Turn your bank feed into dashboards, filtered views and rollups without leaving Notion.

Connect Heritage Bank free See pricing

No credit card required

Everyday Account

Heritage Bank

Savings Account

Heritage Bank

Credit Card

Heritage Bank

Redbark Transactions

Notion database

SyncingLast synced: 2 min ago

Notion database

Every Heritage Bank transaction, in your Notion database

Each sync writes a Notion page per transaction with typed properties (date, description, amount, direction, category, merchant and account). Build views, formulas and rollups on top of live Heritage Bank data.

Get started

Sync Heritage Bank to Notion in three steps

Connect Heritage Bank

Link your Heritage Bank accounts through CDR Open Banking. You consent at your bank, and Redbark never sees your login.

Connect Notion

Authorise Redbark, share a page or database, then pick the database transactions should land in (or have Redbark create one).

Watch it sync

Transaction properties are created automatically on the first run. After that, new Heritage Bank transactions appear as pages within minutes of posting.