Binance

Binance integration allows you to sync your cryptocurrency accounts, track holdings across spot, margin, and earn products, and monitor trades directly in Sure using the Binance API. See Transaction history and import limits for initial sync defaults, history limits, and options for older transactions.

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How it works

When you connect your Binance account, Sure syncs:

• Spot wallet balances
• Cross-margin account balances (net assets)
• Simple Earn positions (flexible and locked)
• Spot trade history
• Holdings with daily valuations

All three account types (spot, margin, and earn) are combined into a single cryptocurrency account in Sure, with a unified USD-denominated balance.

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Prerequisites

To use the Binance integration, you need:

• An active Binance account
• Binance API credentials (API key and API secret)
• API key permissions for reading account data and trade history

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Getting your API credentials

1. Log in to your Binance account
2. Navigate to Account > API Management
3. Create a new API key with the following permissions:
   • Enable reading (view account information, balances, and trade history)
4. Save your API key and API secret securely

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Connecting Binance to Sure

You can connect Binance from the Add Account dialog or from Settings > Providers. From Add Account:

1. Open the Add Account dialog and select Crypto > Binance.
2. Sure opens account setup for your Binance connection directly. This direct route requires one eligible connection or an explicitly selected connection. With multiple connections and no selection, Sure sends you to Settings > Providers to choose one; if none are configured, add one there first.

From Settings > Providers:

1. Navigate to Settings > Providers in Sure.
2. Click Connect on the Binance card.
3. Enter your API credentials:
   • Name: A label for this connection (e.g., “My Binance”)
   • API Key: Your Binance API key
   • API Secret: Your Binance API secret
4. Optionally set a Sync start date to limit how far back trade history is fetched. The date must be in the past.
5. Click Connect.

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Account setup

The first sync discovers Binance accounts and marks unlinked accounts as needing setup. Open setup from Add Account or Import accounts on the connection card:

1. Review the discovered Binance accounts.
2. Select the accounts you want to import.
3. Click Save to complete the setup.

After saving, Sure syncs the newly imported accounts and returns you to where you started.

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Supported features

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Account types

The Binance integration syncs data from:

• Spot wallet — free and locked balances for all assets
• Cross-margin — net asset balances (assets minus borrowed amounts)
• Simple Earn — flexible and locked staking/savings positions

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Holdings tracking

Sure creates a daily holding record for each asset, including:

• Current quantity per asset and source (spot, margin, earn)
• Price data from Binance market data
• Valuations converted to your family’s preferred currency

When Binance reports that an asset is no longer in your wallet, Sure removes it from today’s holdings so your portfolio stays accurate. Assets are removed based on what the latest sync reports, not on individual price lookups — a temporary pricing outage does not cause a holding to disappear. If one of the Binance sources (spot, margin, or earn) is temporarily unavailable during a sync, Sure carries forward the last known positions for that source rather than treating the silence as an empty wallet. The held positions are refreshed as soon as that source responds again.

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Trade syncing

Sure syncs your spot trade history, including:

• Buy and sell trades
• Trade price and quantity
• Commission and fees
• Support for multiple quote currencies (USDT, BUSD, FDUSD, BTC, ETH, BNB)

Trades are synced incrementally — only new trades are fetched on subsequent syncs.

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Currency handling

• The account is created in your family’s currency. Spot and futures trade entries are stored in USD after quote-currency conversion; P2P entries retain their fiat currency.
• Stablecoins (USDT, BUSD, FDUSD, TUSD, USDC, DAI) are treated as 1:1 with USD.
• The initial current balance is the provider balance converted into your family’s currency, or zero if a conversion rate is unavailable. A subsequent sync updates the converted balance when rate data is available.

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Opening balance

New Binance exchange accounts have a zero historical opening anchor, separate from the current balance imported from the provider. After importing entries, Sure moves that zero anchor to the day before the earliest entry only if it is not already earlier. Existing nonzero opening anchors are preserved.

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Security

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Credential encryption

Your Binance API credentials are encrypted using ActiveRecord Encryption:

• API Key: Uses deterministic encryption for querying
• API Secret: Uses standard encryption for maximum security

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Read-only access

Sure only requires read permissions on your Binance API key. No withdrawal or trading permissions are needed.

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API timeouts

All Binance API requests include a 30-second timeout to prevent hanging connections.

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Syncing

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Manual sync

To manually sync your Binance account, an admin can use either of these options:

• On the Accounts page, find your Binance connection card and click the refresh icon in the header row.
• Go to Settings > Providers, find your Binance connection, and click Sync.

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Automatic sync

Sure automatically syncs your Binance account on a regular schedule along with your other connected accounts.

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Limitations

• Only spot, cross-margin, and Simple Earn accounts are supported — futures, options, and other Binance products are not included
• Margin balances reflect net assets (assets minus borrowed), not gross positions
• Margin and Earn transaction history is not currently synced (only current balances)
• Historical trade data depends on Binance API availability and retention
• Real-time price updates depend on Binance market data availability

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Troubleshooting

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Credentials need updating

If the Binance connection card shows “Credentials need updating”, Sure could not read a configured API key and secret. This warning alone does not establish that the provider revoked a key. Click Update credentials in the connection card header to go to Settings > Providers, then enter your new API key and secret.

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Connection errors

If you encounter connection errors:

1. Verify your API credentials are correct
2. Check that your API key has the required read permissions
3. Ensure your API key hasn’t been revoked or expired

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Missing balances

If balances are missing:

1. Manually trigger a sync
2. Check that the asset has a non-zero balance on Binance
3. Verify the account type (spot, margin, earn) is supported
4. Verify the account is linked in Sure

If a source such as margin or Earn is temporarily unavailable, Sure preserves the last known positions for that source and logs the issue to Settings > Debug against the connection. Check there for details on any sync warnings.

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Missing trades

If trades are missing:

1. Check that your API key has trade history read permissions
2. Verify the trade exists in your Binance account
3. Ensure the sync start date is set to a past date that falls before the trade date

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Stale holdings after selling

If a sold asset continues to appear in your portfolio, manually trigger a sync. Sure removes holdings that Binance no longer reports as part of the wallet during each sync.

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Stale rate warnings

If you see stale rate warnings on certain holdings, this means Sure couldn’t find a recent exchange rate for that asset. This can happen with low-liquidity tokens.

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Account linking issues

If you have trouble linking accounts:

1. Ensure you’ve completed the account setup after connecting
2. When linking to an existing account, verify it’s a manual crypto account
3. Try unlinking and relinking the account

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Getting help

If you encounter issues with the Binance integration:

• Check the troubleshooting guide
• Ask in the Discord
• Open an issue