How to Sync Transactions to Notion

Finta makes budgeting a breeze. By automatically syncing your transactions to Notion, you can easily manage your finances in this amazing all-in-one tool.

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1

Connect your bank account to Finta

Connect your bank account to Finta via Plaid. This third party handles the account connection process and doesn't allow the app to see or store your login credentials (not that we would ever want to).

Once your account is connected, your bank sends notification of new or updated data to Plaid which then sends the data over to Finta.

2

Setup a Notion destination

Create a destination for your Notion workspace. By default, Finta will sync your accounts and transactions. If you want Finta to automatically categorize your transactions, add the Categories table. After setting up your destination, you can use the Rules Engine to create your own auto-categorization rules.

You can adjust how far back Finta should go to fetch transactions. By default this is the last 30 days, but you can adjust to anywhere up to the last two years.

3

Watch your transactions sync to Notion

After you set up your destination, Finta will instantly start syncing your accounts and transactions to Notion. Also, Finta will automatically sync updates to your destination whenever your data changes.

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