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The Finta Coda Pack can sync accounts, transactions, holdings, and investment transactions into a Coda doc. Available records depend on the financial source you connect.

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Connect Coda

  1. Open the Coda doc where you want the financial tables.
  2. Add the Finta Pack from Coda’s Pack Gallery.
  3. Follow the Pack’s authorization flow and choose the records to sync.
The Pack writes standard Coda tables, so you can use formulas, filters, views, and automations with the synced records.

Manage destinations

Learn how to update or remove a destination.