Sync M1 Finance to your tools
Connect your M1 Finance account once with Finta. Your identity, investments, liabilities, and transactions flows into Notion, Airtable, Google Sheets, or Coda. Daily. Automatic.
- Aggregator
- Plaid
- Sync frequency
- daily
- Supported data
- Identity, Investments, Liabilities, Transactions
- Coverage
- US
Pick where M1 Finance data lands
Connect once. Pick any combination of destinations. Finta keeps each one current.
Sync M1 Finance to Notion
Sync M1 Finance to Airtable
Sync M1 Finance to Google Sheets
Sync M1 Finance to Coda
Learn more about each integration: Notion 路 Airtable 路 Google Sheets 路 Coda
Security & Privacy
Finta never sees or stores your M1 Finance login. The connection goes through Plaid using read-only access, so we can't move money. Your data is encrypted in transit and at rest at every step of the sync.
Frequently Asked Questions
What M1 Finance data does Finta sync?
Finta syncs the data M1 Finance exposes through Plaid. For most accounts that includes account information, balances, transactions, and (where supported) investment holdings and positions. Data is updated daily.
Does Finta have access to move money or make changes to my M1 Finance account?
No. The connection is read-only through Plaid. Finta can see your data but cannot move money, place trades, or change account settings.
How often does my M1 Finance data sync?
Daily, typically overnight. Your Notion, Sheets, Airtable, or Coda workspace will have current data when you sit down to review.
Can I sync M1 Finance alongside my other accounts?
Yes. Connect each account once in Finta and pick any combination of destinations. Most customers run one Notion database (or one Sheet) that holds everything across all their accounts.
What happens if my M1 Finance connection breaks?
Plaid notifies us. You'll get an email to reconnect from your Finta dashboard. Past synced data stays in your destination; only new syncs pause until you re-authenticate.
Is my M1 Finance data secure with Finta?
The connection runs through Plaid using bank-grade encryption and read-only access. Finta never sees your M1 Finance login. Your synced data lives in your own Notion, Airtable, Sheet, or Coda workspace, which you control.
Ready to sync M1 Finance?
Connect once, then pick any combination of Notion, Airtable, Google Sheets, and Coda.
Get Started for FreeLast updated May 17, 2026