Why Automate Personal Finance Tracking in Notion
- Stop manual data entry – Your bank transactions sync automatically to Notion. No more copying balances or categorizing expenses by hand.
- Real-time accuracy – Balances and transactions update instantly. See your current financial position at any time without manual refreshes.
- Flexible organization – Use Notion's databases, views, and relation properties to build a personal finance system that works exactly how you want it.
How It Works
- Connect your bank accounts (checking, savings, credit cards)
- Choose Notion as your destination
- Your financial data syncs automatically to your Notion workspace
Set up in 2 minutes. No formulas or database setup needed.
What Syncs to Notion
Your complete financial data syncs automatically:
- Account balances (checking, savings, credit cards, investments)
- Transactions (automatically categorized by merchant, amount, date)
- Account details (names, types, institutions)
- Balance history and spending trends
- Historical data (up to 2 years)
Update frequency: Real-time
Sync Your Bank Data to Notion
Finta integrates with 10,000+ banks across the world. Easily and securely sync your account balances, transactions, and even investments to Notion. Here are some of our most popular banks:
Notion-Specific Features
Your Notion database updates automatically every time you make a purchase or receive a payment. Use relation properties to link transactions to accounts, create filtered views for different spending categories, or build a gallery view to track budget progress. Access your financial dashboard on desktop and mobile—everything stays in sync across devices.
Transactions
Create linked databases to track spending by category, view balances in a table, and monitor savings goals in a gallery—all automatically updated with your latest transactions.
Start syncing your finances to Notion
Ready-Made Templates
Learn More
How to Import Bank Transactions into Notion
Easily sync your bank account balances, transactions, and investments to Notion
How to Track your Net Worth in Notion
How to track your current and historical net worth and account balances in Notion with Finta.
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