Setting up Up bank
1
Get a personal API token
In the Up app, go to Settings → API and generate a personal access token. The token is shown once, so copy it before closing the screen.
2
Add the connection in Sure
In Sure, go to Settings → Bank sync, find the Up panel, and paste your token.
3
Link your accounts
Sure discovers your Up accounts automatically. Link each one to an existing Sure account or create a new account from it.
Category mapping
Sure maps Up’s transaction categories to your Sure categories automatically during import. High-confidence mappings are applied when a matching Sure category exists in your family. Categories that have no reliable equivalent in Sure (such as Booze, Pets, Apps & Games, and Life Admin) are left uncategorized so you can apply your own rules or let the AI assistant categorize them. Category assignments are non-destructive: if you have already set or locked a category on a transaction, a re-sync will not overwrite it. If your family has no categories set up yet, transactions import uncategorized. Categories are applied once you set up your category structure through the normal flow.Limitations
- Read-only access; Sure cannot initiate payments or transfers through Up
- Category mapping covers Up’s standard categories; custom or regional categories may not map