Setting up Up
1
Get an API token
In the Up app, go to Settings > API and generate a personal access token.
2
Add the connection
In Sure, go to Settings > Bank sync, find Up, and enter your API token.
What syncs
- Account balances
- Transaction history (name, amount, date, and category)
Automatic category mapping
Up assigns a category to each transaction. Sure maps Up’s category slugs to your existing Sure categories automatically during import, so transactions arrive pre-categorized without any manual work. Mappings are applied only when a matching Sure category already exists in your family. If you have not set up categories yet, transactions import uncategorized and the mapping applies once you create the relevant categories. Categories you have manually set or locked on a transaction are never overwritten by the mapping — a re-sync preserves your choice. High-confidence mappings are applied automatically. Up-specific categories with no clear Sure equivalent (such as Booze, Pets, Apps & Games, and Life Admin) are left uncategorized so you can apply your own rules or AI categorization.Limitations
- Read-only access — Sure cannot create or modify transactions in Up
- Category mapping covers common spending categories; niche Up categories remain uncategorized