Track Your Balance History Over Time

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!