Finotion

Your financial transactions in Notion, synced automatically

8 followers

Your financial transactions in Notion, synced automatically

8 followers

Keep track of where your money is going, organize your expenses, and see everything in one place. Finotion imports your daily transactions and account balances from over 11,000 financial institutions and adds them to your Notion database automatically.

Free Options

Launch tags:

Productivity•Fintech•Money

Launch Team

Joseph Wood

I just got this set up and I have to say, it's pretty darn impressive. It's so nice to have this all within Notion. Well done! Well worth the price for me.

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3yr ago

Christian Valadez

Finotion

Maker

Thanks Joseph! Glad you're liking it so far :)

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3yr ago

Christian Valadez

Finotion

Maker

Hey Product Hunt! Ever since getting my first credit card, I’ve used an Excel / Google Sheet to keep track of my expenses and manage my finances across all my accounts. The process looks a little like this:  - Once per month, log onto Chase / Capital One / Citibank - Select the date range for the last month, +/- 14 days - Export the CSV - Copy and paste my transactions to my Google Sheet - Manually go through and remove duplicate transactions (those whose status has changed from pending to posted) - Review my transactions by adding tags to categorize the type of expense, and notes for my personal bookkeeping (mostly Venmo requests I need to charge my partner for)    Obviously, this process is time-intensive and repetitive, so I decided to use the new Notion API to automatically sync my personal finances to Notion. In the last few months of using it to manage my financial life, I've found Notion to be faster and more customizable compared to the other finance apps I've used before (Mint / Simplifi). Please let me know if you have any questions or feedback - I’d also love to hear how other people manage their personal finances!

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3yr ago

Chris Messina

Ambassador

@christian_valadez1 sadly my bank (USAA) sucks and doesn't allow Plaid while I have 2FA turned on. I don't suppose there's a manual import method (which maybe defeats the purpose)?

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3yr ago

Christian Valadez

Finotion

Maker

@chrismessina Hey Chris! There's no manual import method, but we can try to connect it via Teller (https://teller.io/) which seems like it does support USAA (at least in sandbox mode). Let me know if you'd be interested in trying to connect via Teller, so I can enable it for your account.

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3yr ago

Chris Messina

Ambassador

@christian_valadez1 that's great _ but can you tell if it supports USAA's 2FA? Can I test the sandbox?

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3yr ago

Marvin Hassan

I really love the idea, but I would hate entering my bank credentials.

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3yr ago

Christian Valadez

Finotion

Maker

@mento_coach Hey Marvin, thanks for the feedback! We use Plaid to link to your bank accounts and never store bank credentials on our server. You can read more about how Plaid manages security here: https://plaid.com/safety/

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3yr ago

Finotion

Your financial transactions in Notion, synced automatically

Your financial transactions in Notion, synced automatically

Finotion

Your financial transactions in Notion, synced automatically

Your financial transactions in Notion, synced automatically

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