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Connect Accounts

You have just learned the basics concepts and signed up an account, congratulations!

Now, let's connect your bank accounts to Fina. Fina supports Plaid and MoneyKit to connect your bank accounts. Having two aggregators gives us the best coverage and reliability.

Plaid is the most popular bank aggregator in the world, and MoneyKit is a new player in the market. We are using MoneyKit to cover the banks that Plaid does not support.

In addition, we provide a manual connection option for you to maintain your manual transactions in a Google Spreadsheet, and Fina will automatically sync the data from the spreadsheet.

Connect Bank Accounts​

By default, you have a profile called Personal in your workspace.

  1. Go to Accounts page.
  2. Click on the + Account button.
  3. Follow the wizard to connect your bank accounts.
info

All connections are secure and encrypted through OAUTH technology. We do not store your bank credentials, and we do not have access to your bank accounts.

Connect Manual Accounts​

  1. Go to Accounts page.
  2. Click on the + Account button.
  3. Select Manual as the connection type.
  4. Enter the account name, balance value, and select the currency.

After accounts connected, a full fleshed workspace will look like this example: Fina Console

Auto Balance for Manual Accounts​

Fina provides an auto balance feature for manual account connection.

This feature will automatically update the balance of your manual account based on the transactions you have connected through Google Spreadsheet.

  1. Go to Accounts page.
  2. Click the manual account to open Account Details.
  3. Turn on Auto Balance option.
  4. Input the Start Balance value for this account.
  5. The account's current balance will be automatically.
tip

Spreadsheet sync has some delay, if you don't see updated transactions, please wait for its next sync cyle, usually 30 minutes at maximum.