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Finta can sync accounts, transactions, holdings, and investment transactions into Notion databases. Available records depend on the financial source you connect.

Connect Notion

  1. In Finta, create a destination and choose Notion.
  2. Authorize the Notion workspace you want to use.
  3. Select the page and the records you want Finta to sync.
Finta creates and updates databases under the selected page. You can add your own views, relations, and formulas around the synced records.

Create a destination

Follow the shared destination setup flow.