Can I connect Betterment to Airtable?

Yes. Connect your Betterment accounts through Finta, choose what to sync, and connect Airtable.

Does Betterment cost basis sync to Airtable?

Yes, when Betterment reports it. Finta writes each position's total cost basis to the Cost Basis field. If Betterment doesn't report one for a position, that field stays empty.

Can I track Betterment options in Airtable?

Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Betterment reports the contract.

Only crypto that Betterment reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.

Does Finta move money or change my Betterment account?

No. Finta cannot move money or change your account through the financial connection.

Supported connection

Sync Betterment to Airtable

Connect Betterment through Plaid and keep your holdings, securities, and trades as records in the Airtable base you choose.

Connect Betterment to Airtable See what can sync

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Betterment

Finta

Airtable

Region: United States
Connection: Plaid
Sync timing: Varies by connection

Available data

What Betterment data you can sync to Airtable

Finta can sync the kinds of data below. What you get depends on the accounts you connect.

Transactions: Sort, filter, categorize, and use transactions in the destination you choose.
Investments: Use holdings and investment activity when the connected account provides them.

In Airtable

Your Betterment data as records in Airtable

Choose an Airtable base for your Betterment data. Finta writes the supported records you select, ready for your views, filters, formulas, and automations. The fields depend on the accounts you connect.

Airtable integration

Holdings and trades

Your Betterment holdings and trades in Airtable

Finta writes three tables: Holdings, Securities, and Investment Transactions. Quantity, every trade, and cost basis (when Betterment reports it) come from Betterment. Each holding links to its security, which carries the symbol and close price.

Holdings: Summary, Account, Security, Quantity, Cost Basis, Base Currency, and Last Update. One record per position in each account. Market value and gain or loss aren't synced fields. Add a lookup of the security's Close Price and a formula to calculate them.
Securities: Symbol, name, security type, and the last close price with its date. Option details are optional fields. To get them, open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. They fill in when Betterment reports the contract.
Investment Transactions: Date, security, quantity, price, amount, fees, and currency for each buy, sell, dividend, fee, and transfer. The subtype tells a dividend from a dividend reinvestment, a contribution, or an interest payment.

Keep a history, not just today's positions

Finta keeps one Holdings record per position and updates it in place. Sell a position and its record stays, with Quantity set to 0, as long as the account still holds something. If you sell everything in an account, its old records keep their last values, and Last Update shows when each one last synced.

For value over time, add Balance History. Finta stores each account's balance once a day and adds a dated record, so you build a daily record of what each Betterment account was worth.

Setup

Three steps to connect Betterment to Airtable

1
Connect your Betterment account in Finta.
2
Choose what to sync.
3
Connect Airtable and choose the base.

Timing and limits

Sync timing varies by connection and destination

Your source connection decides when new data is available. Finta syncs supported updates according to the source connection and Airtable behavior.

Source and destination permissions

Plaid handles sign-in, so Finta doesn’t receive or store your Betterment password. The financial connection is read-only. Finta cannot move money. Writing into your Airtable base is a separate permission you give Airtable.

More ways to use Betterment data

MCP

Use Finta-stored Betterment data from a compatible AI client.

Explore Finta MCP

API

Read Finta-stored Betterment data from your product, scripts, or workflow.

Read the API docs

MCP and API require Storage Mode.

Betterment to Airtable questions

Can I connect Betterment to Airtable?: Yes. Connect your Betterment accounts through Finta, choose what to sync, and connect Airtable.
Which Betterment data can I use?: Transactions and Investments may be available. What you get depends on the accounts you connect, and available fields depend on that connection.
Does Betterment cost basis sync to Airtable?: Yes, when Betterment reports it. Finta writes each position's total cost basis to the Cost Basis field. If Betterment doesn't report one for a position, that field stays empty.
Can I track Betterment options in Airtable?: Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Betterment reports the contract.
Does crypto show up?: Only crypto that Betterment reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.
Does Finta move money or change my Betterment account?: No. Finta cannot move money or change your account through the financial connection.