# Finta

> Finta syncs financial data from banks and payment processors to productivity tools like Airtable, Notion, Google Sheets, and Coda. Documentation for setup, integrations, and troubleshooting.

## Docs

- [Create a manual account](https://docs.finta.io/api-reference/accounts/create-a-manual-account.md): Create a manual (non-synced) account the user tracks by hand, including liability accounts (credit, student, mortgage). Only manual accounts can be created.
- [Delete a manual account](https://docs.finta.io/api-reference/accounts/delete-a-manual-account.md): Soft-close a manual account. Only manual accounts can be deleted; the account moves to `closed` status and keeps its transactions and balance history.
- [Get account](https://docs.finta.io/api-reference/accounts/get-account.md): Returns a single bank account by Finta account ID.
- [List account balance history](https://docs.finta.io/api-reference/accounts/list-account-balance-history.md): Returns stored daily balance snapshots for a single account. Supports cursor pagination.
- [List accounts](https://docs.finta.io/api-reference/accounts/list-accounts.md): Returns bank accounts from durable Finta data only. Does not call live providers.
- [List balance history](https://docs.finta.io/api-reference/accounts/list-balance-history.md): Returns stored daily balance snapshots across accounts. Supports cursor pagination.
- [Update a manual account](https://docs.finta.io/api-reference/accounts/update-a-manual-account.md): Update a manual account's name, type, currency, mask, balance, or liability data. Only manual accounts can be updated; bank-synced accounts are read-only. Updating the balance records a balance-history snapshot for today.
- [List bank connections](https://docs.finta.io/api-reference/bank-connections/list-bank-connections.md): Returns bank connections from durable Finta data only. Does not call live providers.
- [Batch update categories](https://docs.finta.io/api-reference/categories/batch-update-categories.md): Update multiple categories at once (max 250). Name, group, and description are editable on any category except Mercury's, which is read-only. Unknown or read-only IDs are skipped.
- [Create a category](https://docs.finta.io/api-reference/categories/create-a-category.md): Create a new manual category.
- [Delete a category](https://docs.finta.io/api-reference/categories/delete-a-category.md): Delete a manual category. Transactions assigned to this category will become uncategorized.
- [List categories](https://docs.finta.io/api-reference/categories/list-categories.md): Returns stored transaction categories from durable Finta data only.
- [Update a category](https://docs.finta.io/api-reference/categories/update-a-category.md): Update a category's name, group, or description. All three are editable on any category except Mercury's, which is read-only. Edits to a Plaid category persist across future syncs.
- [Health Check](https://docs.finta.io/api-reference/health/health-check.md): Returns API health status. Public endpoint; does not require authentication.
- [List holdings](https://docs.finta.io/api-reference/investments/list-holdings.md): Returns stored investment holdings from durable Finta data only. Does not call live providers.
- [List investment transactions](https://docs.finta.io/api-reference/investments/list-investment-transactions.md): Returns stored investment transactions from durable Finta data only. Supports cursor pagination.
- [List securities](https://docs.finta.io/api-reference/investments/list-securities.md): Returns securities referenced by the authenticated user holdings or investment transactions. Does not call live providers.
- [Current API user](https://docs.finta.io/api-reference/me/current-api-user.md): Returns the authenticated user. Useful for verifying API keys, storage mode, and integration setup.
- [Archive a transaction rule](https://docs.finta.io/api-reference/rules/archive-a-transaction-rule.md): Archive a transaction rule. Archived rules no longer run but remain retrievable with includeArchived.
- [Create a transaction rule](https://docs.finta.io/api-reference/rules/create-a-transaction-rule.md): Create a new transaction rule that auto-categorizes or hides stored transactions.
- [List transaction rules](https://docs.finta.io/api-reference/rules/list-transaction-rules.md): Returns the authenticated user's transaction rules. Active rules are returned by default.
- [Run transaction rules](https://docs.finta.io/api-reference/rules/run-transaction-rules.md): Run transaction rules over stored transactions. Omit ruleIds to run all active rules.
- [Update a transaction rule](https://docs.finta.io/api-reference/rules/update-a-transaction-rule.md): Update a transaction rule's conditions, outcomes, or priority. At least one field must be provided.
- [Batch update transactions](https://docs.finta.io/api-reference/transactions/batch-update-transactions.md): Update multiple transactions at once (max 250). Currently supports setting or clearing categoryId per transaction.
- [List transactions](https://docs.finta.io/api-reference/transactions/list-transactions.md): Returns stored transactions from durable Finta data only. Supports cursor pagination. Deleted transactions are excluded by default.
- [Update a transaction](https://docs.finta.io/api-reference/transactions/update-a-transaction.md): Update fields on a single transaction. Currently supports setting or clearing categoryId.
- [API Keys](https://docs.finta.io/api/v2/api-keys.md): Create, manage, and scope API keys for the Finta API.
- [Authentication](https://docs.finta.io/api/v2/authentication.md): How to authenticate requests to the Finta API.
- [Data Types](https://docs.finta.io/api/v2/data-types.md): Shapes of objects returned by the Finta API.
- [Overview](https://docs.finta.io/api/v2/overview.md): Access your Finta financial data programmatically with the REST API.
- [Manage Connection](https://docs.finta.io/bank-connections/gocardless/manage-connection.md): Manage your GoCardless open banking connection in Finta. Re-authorize expired consent, understand the 90-day cycle, and troubleshoot connection issues.
- [Manage Connection](https://docs.finta.io/bank-connections/mercury/manage-connection.md): Manage your Mercury bank connection in Finta. Re-authorize expired OAuth tokens, enable real-time syncing, and troubleshoot connection issues.
- [Bank Connections](https://docs.finta.io/bank-connections/overview.md): Connect your banks, credit cards, investment accounts, and payment processors to Finta. Supports Plaid, GoCardless, Mercury, and Stripe.
- [AI Categorization](https://docs.finta.io/bank-connections/plaid/ai-categorization.md): Understand what the "Use AI Categorization" toggle does in your Categories table settings and how to turn it on or off.
- [Plaid: Connect a Bank](https://docs.finta.io/bank-connections/plaid/connect-bank.md): Connect a US or Canadian bank, credit card, or investment account to Finta using Plaid. Finta never sees or stores your bank credentials.
- [Manage Connection](https://docs.finta.io/bank-connections/plaid/manage-connection.md): Manage your Plaid bank connection in Finta. Re-authenticate expired credentials, add or remove accounts, view sync history, and troubleshoot connection issues.
- [Plaid Says You Have No Accounts](https://docs.finta.io/bank-connections/plaid/no-accounts-found.md): What to do when Plaid can't find accounts to connect. Exit Plaid, start over, and select fewer data types — or use Finta's one-click retry.
- [Reconnect](https://docs.finta.io/bank-connections/reconnect.md): Why bank connections disconnect, what happens to your data, and how to reconnect each provider in Finta.
- [Manage Connection](https://docs.finta.io/bank-connections/stripe/manage-connection.md): Manage your Stripe connection in Finta. Update your API key, understand required permissions, and troubleshoot connection issues.
- [Chart Types](https://docs.finta.io/charts/chart-types.md): Configure Metric, Bar, Line, and Donut charts from your Finta data.
- [Create a Chart](https://docs.finta.io/charts/create-a-chart.md): Build a chart from a Notion database, preview it live, and get an embed link.
- [Embed in Notion](https://docs.finta.io/charts/embed-in-notion.md): Add a live Finta chart to any Notion page.
- [Filters](https://docs.finta.io/charts/filters.md): Narrow a chart down to exactly the rows you want to show.
- [Charts Overview](https://docs.finta.io/charts/overview.md): Build live charts from your synced Finta data and embed them anywhere — starting with Notion.
- [Create a Destination](https://docs.finta.io/destinations/create-destination.md): Set up a Notion, Airtable, Google Sheets, or Coda destination and start syncing your financial data in minutes.
- [Custom Transaction Categories with Rules](https://docs.finta.io/destinations/custom-transaction-categories.md): Override auto-assigned categories on transactions using the Rules engine. Assign your own category labels to any transaction based on merchant name, amount, or description.
- [Manage Destination](https://docs.finta.io/destinations/manage-destination.md): Rename your destination, view settings, and manage your synced data in Finta.
- [Destinations](https://docs.finta.io/destinations/overview.md): Sync your financial data to Notion, Airtable, Google Sheets, or Coda. Finta pushes transactions, balances, and investment data to the tools you already use.
- [Pricing & Plans](https://docs.finta.io/getting-started/pricing.md): Finta offers a 7-day free trial, a Standard plan for personal use, and a Pro plan for power users and businesses. No credit card required to start.
- [Quick Start Guide](https://docs.finta.io/getting-started/quickstart.md): Create your Finta account, connect your bank, and set up your first destination in minutes.
- [Storage mode](https://docs.finta.io/getting-started/storage-mode.md): Storage mode allows Finta to store your financial data to improve uptime and unlock advanced features.
- [What is Finta?](https://docs.finta.io/getting-started/what-is-finta.md): Finta syncs your financial data to the tools you already use. Connect banks, credit cards, investments, and payment processors to Notion, Airtable, Google Sheets, and Coda.
- [Introduction](https://docs.finta.io/introduction.md): Welcome to Finta documentation
- [Set up your Finta GPT](https://docs.finta.io/mcp/chatgpt.md): Connect your Finta financial data to a personal ChatGPT assistant in a few minutes.
- [Connect your AI client](https://docs.finta.io/mcp/connect.md): Add Finta MCP to Cursor, Claude Desktop, or any MCP client using OAuth.
- [FAQ](https://docs.finta.io/mcp/faq.md): Common questions about Finta MCP, Storage Mode, authentication, and supported clients.
- [Overview](https://docs.finta.io/mcp/overview.md): Query your live Finta financial data from Claude, Cursor, Codex, and other MCP-compatible AI tools.
- [Available tools](https://docs.finta.io/mcp/tools.md): MCP tools for reading accounts, transactions, balances, holdings, and investments — and for categorizing your transactions.
- [Categories](https://docs.finta.io/your-data/categories.md): View, create, and rename the categories Finta assigns to your transactions.
- [Rules](https://docs.finta.io/your-data/rules.md): Automatically categorize, rename, or hide transactions with rules that run on your stored data.

## OpenAPI Specs

- [openapi](https://docs.finta.io/api/v2/openapi.json)

## Optional

- [Community](https://link.finta.io/discord)