Changelog

What you can do

• Ask in plain English — "What did I spend on software last month?", "Show my largest transactions this week", "How have my balances trended this year?"
• Read across your whole picture — accounts and balances, transactions and categories, balance history, holdings, and investment activity.
• Tidy up as you go — have your assistant categorize transactions and manage your spending categories for you.
• Use it where you work — Claude, Cursor, Codex, VS Code Copilot, and any MCP-compatible client.
• Stay secure — you sign in with OAuth, Finta never moves money, and you choose which accounts to share.

Get started

By default, Finta runs in pass-through mode: when a sync runs, we fetch your data from your bank or payment provider and push it straight to your destination, without holding onto anything in between. Storage mode changes that. Turn it on and Finta keeps a synced copy of your accounts, transactions, balances, and investments on our end.

What you can do

• Keep syncing through bank errors — when a connection has an issue or a provider has an outage, your last-known data is already stored, so your destinations stay up to date.
• Unlock programmatic and AI access — storage mode is the foundation for the Finta API and the new Finta MCP, which let tools and AI assistants read your data instantly.
• Watch your backfill in real time — flip it on and see each bank connection fill in, connection by connection.
• Stay in control — turn it off whenever you want. When you do, we hard-delete every stored record. No soft deletes, no leftovers.

Get started

Mercury Now Syncs in Real Time

Your Mercury data no longer waits for the next scheduled refresh. When Mercury processes a transaction or updates an account balance, Finta picks it up automatically and syncs it to your destinations right away.

What's New

Real-Time Transaction Sync

Every time Mercury creates or updates a transaction, Finta receives a webhook and syncs the change to your destinations automatically. No more waiting hours for new transactions to appear.

Category Syncing

Mercury's transaction categories (like Software, Payroll, and Advertising) now sync to your destinations alongside your transactions. If Mercury recategorizes a transaction, Finta picks up the change on the next sync.

Balance Updates in Real Time

Checking, savings, treasury, and credit account balances now update the moment Mercury sends a balance event, not just during daily syncs.

Accurate Transaction Removal

Transactions that are cancelled, failed, reversed, or blocked are now properly removed from your destinations instead of staying behind.

Existing Mercury Users

Never Lose a Rule Again

Accidentally deleted a rule you spent time perfecting? Now you can view all your archived rules and restore them with a click. Deleting a rule is no longer permanent — you're always one step away from bringing it back.

What's New

Archived Rules Tab

Restore Rules

Found a rule you want back? You have two ways to restore:

• Single restore — Open the actions menu on any archived rule and select "Restore" to bring it back instantly
• Bulk restore — Select multiple archived rules and use the toolbar button to restore them all at once

Restored rules return to your active rules list and start applying to new syncs immediately.

Get Started

Filter Pending Transactions in Coda

Coda pack users now have more control over which transactions appear in their tables. You can now toggle whether pending transactions are included in your transactions table, making it easier to work with confirmed data or track everything in real-time.

What's New

Include Pending Transactions Toggle

When setting up your Finta Coda pack, you'll find a new option to include or exclude pending transactions from your transactions table. This gives you flexibility to:

• Show only confirmed transactions - Keep your Coda table clean by excluding pending transactions that haven't fully processed yet
• Track everything in real-time - Include pending transactions to see your most up-to-date financial picture
• Match your workflow - Choose the option that best fits how you manage and analyze your financial data

How It Works

When configuring your Finta Coda pack, simply toggle the "Include Pending Transactions" option on or off based on your preference. By default, this is set to true. Your transactions table will update to reflect only the transactions you want to see.

This setting works across all your connected accounts and can be changed at any time to match your current needs.

The pending transactions toggle is available now in the Coda pack settings (version 28+).

Powerful Pattern Matching for Your Rules

You can now use regular expressions (regex) in your Finta rules, giving you the flexibility to match complex patterns with a single rule instead of creating multiple rules for similar transactions.

What's New

New Rule Operators

Two new operators are available when creating rules:

• matches regex - Match transactions where the field value matches your pattern
• does not match regex - Match transactions where the field value does NOT match your pattern

These operators work with the Summary and Original Description fields.

Why This Matters

Previously, if you wanted to categorize all your coffee purchases, you'd need separate rules for "Starbucks", "Coffee Bean", "Peet's Coffee", and every other coffee shop. Now you can create a single rule:

(Starbucks|Coffee Bean|Peet's|Dunkin)

This one rule will match transactions from any of those merchants, keeping your rules list clean and manageable.

More Examples

• Match any subscription:

  (Netflix|Spotify|Hulu|Disney)

• Match reference numbers:

  REF-\d{6}

• Match date patterns:

  \d{2}/\d{2}/\d{4}

• Match payment with optional reference:

  payment(?:\s*#\d+)?

• Match transaction IDs:

  [A-Z]{2,3}-\d{4,}

starbucks

Get Started

Regex pattern matching is available now. When creating or editing a rule, select "matches regex" or "does not match regex" from the operator dropdown to start using pattern matching in your rules.

See Your Complete Balance History

We're excited to introduce Balance History tracking! Finta now automatically captures and syncs your daily account balances, giving you a historical record of how your accounts have changed over time.

What's New

Balance History Table

Every time your accounts sync, Finta now records the balance for each of your connected accounts. This data is synced to a new Balance History table in your destination, making it easy to:

• Track trends - See how your account balances have changed day over day, week over week, or month over month
• Build reports - Create charts and visualizations showing your net worth growth over time
• Analyze patterns - Identify spending patterns and savings trends across all your accounts

How It Works

Balance history is captured automatically for all your connected accounts. Each record includes:

• The account name and ID
• The balance amount
• The date the balance was recorded

The balance history table syncs alongside your existing Accounts table, keeping all your financial data in one place.

Get Started

Balance history tracking is available now for all Finta users. If you already have connected accounts, your balance history will start building automatically with each sync. Head to your destination to see the new Balance History table!

Connect Mercury with One Click

Connecting your Mercury bank accounts to Finta just got so much easier! You no longer need to hunt down API keys or deal with complicated setup steps. Just click "Add Bank Connection", click "Mercury", sign in to your Mercury account, and you're done. It's faster, easier, and more secure.

What's Improved

Cleaner Bank Connection Experience

We've redesigned the bank connection screen to make it easier to find and connect your accounts. The new design features better search, clearer bank logos, and a simpler step-by-step process that guides you through each connection.

What's Been Fixed

• Account balances now update properly
• Fixed an issue where new transactions would overwrite existing data instead of adding to the bottom of your sheet
• Pending transactions from Mercury are updated

Connect Your European Bank Accounts

Great news for our international users - Finta now supports banks across Europe! Whether you're banking with Revolut, N26, or any of thousands of other European financial institutions, you can now sync your accounts and transactions to your favorite tools.

What's New

Thousands of European Banks Supported

Through our partnership with GoCardless, Finta now connects to banks across the European Union. This includes:

• Major digital banks like Revolut, N26, and Monzo
• Traditional banks across Germany, France, Spain, Italy, and more
• Nordic banks in Sweden, Norway, Denmark, and Finland

Same Great Experience

Connecting a European bank works just like connecting any other bank in Finta:

1. Click "Add Bank Connection"
2. Select your country
3. Search for and select your bank
4. Authorize the connection through your bank's secure portal
5. Start syncing your accounts and transactions

Full Feature Support

European bank connections support all the Finta features you know and love:

• Automatic account and transaction syncing
• Sync to Airtable, Notion, Google Sheets, and Coda
• Customizable table configurations
• Real-time sync updates

Get Started

Head to your Finta dashboard, click "Add Bank Connection", and select your country to see the available banks. Your European accounts will sync alongside any existing US or Canadian connections, giving you a complete view of your finances in one place.