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A destination connects your bank accounts to a productivity tool. Finta creates the tables, keeps the data in sync, and sends you an email when the first sync is done. To get started, go to your Finta dashboard and click New Destination.

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Step 1: Choose your tool

Select the tool you want to sync data to:
ToolAuthorization
NotionOAuth
AirtableOAuth
Google SheetsOAuth
CodaAPI token via the Finta Coda Pack
Click the tile for your tool to continue.

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Step 2: Authorize access

Finta needs permission to create or write to content in your workspace. For Notion, Airtable, and Google Sheets:
  1. Click Connect to open the OAuth flow
  2. Sign in to your account if prompted
  3. Grant Finta the requested permissions
  4. Select a connected account if you have more than one
Once connected, choose where Finta should write data:
  • Notion: Select a page. New Finta databases will be created inside it.
  • Airtable: Select a base. Finta will create or link tables within it.
  • Google Sheets: Pick an existing spreadsheet or let Finta create a new one.
For Coda: Coda uses the Finta Coda Pack instead of OAuth. Enter your Finta API token when prompted inside Coda. See the Coda Pack instructions for the full setup flow.

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Step 3: Select accounts

Choose which bank accounts to include in this destination. All connected accounts are listed here, grouped by institution. Select any combination of accounts. You can add more later from the destination settings. If you don’t have any bank connections yet, click Add Bank Connection to connect your first institution before continuing.

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Step 4: Configure tables

Finta gives you two ways to set up tables: Automatic (recommended) Pick what you want to track and Finta creates or links the tables automatically. Choose one or more:
  • View Account Balances — institutions, accounts, and balance history
  • Track Spending — accounts plus transactions and categories (requires a bank connection with transaction access)
  • Monitor Investments — accounts, holdings, securities, and investment transactions (Plaid with investments enabled)
  • Manage Customers and Subscriptions — Stripe customers, subscriptions, products, and prices
  • Review Invoices and Payments — Stripe customers, invoices, line items, products, and prices
Only the options relevant to your connected accounts are shown. Manual Map Finta’s data tables to existing tables in your workspace. Use this if you have a specific structure you want to preserve or if you’re connecting to tables that already have data. Click Manually set up tables to switch to this mode.

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Step 5: Name your destination

Give the destination a nickname so you can identify it later (for example, “Business Finances — Notion” or “Personal Budget — Google Sheets”). You can also set a sync start date to control how far back Finta pulls historical data. By default, Finta syncs up to 2 years of transaction history, subject to institution limits and available history. Set a more recent date if you only want data from a certain point forward. Click Create Destination to finish.

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What happens next

Finta starts your first sync immediately. Depending on how many accounts and years of history you selected, this can take a few minutes. You may receive a completion email depending on your notification settings. After the first sync, Finta keeps your data up to date automatically. New transactions, updated balances, and investment changes flow into your destination without any manual work. You can also trigger a manual sync at any time from the destination page.
Coda works differently. Instead of Finta pushing data, you sync from within your Coda doc by clicking the sync button on the Finta pack tables.

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Next steps

Manage Destination

Rename, configure, and manage your destination

Destinations Overview

Learn how syncs work and what data is available