Finary organizes your wealth around your assets. A few terms come up often, and it helps to tell them apart.
The connection
A connection is the secure link between Finary and your institution (your bank, broker or insurer). A single connection can feed several accounts — for example, a checking account and a savings account held at the same bank. A connection is usually tied to one set of credentials: in Family mode, if you and your spouse each hold accounts at the same bank with your own credentials, you'll have two separate connections.
The asset (your account or property)
An asset is the top-level object you track: an account (PEA, life insurance, securities account, checking account…) or an item (a property, a watch…). In the asset view, it's the detail page you open from Portfolio. Some assets hold detailed positions (investment accounts, crypto…), while others are just a balance or a value (checking account, property…).
The holding (position)
A holding is a line held inside an asset: for example 10 LVMH shares, 3 bitcoins, or the euro fund of your life insurance. Your holdings appear in the asset's Holdings tab. Each holding refers to an underlying security (the LVMH share, bitcoin, SCPI Corum Origin…).
The transaction
A transaction is an operation attached to an account: a purchase, a sale, a deposit, a withdrawal… You'll find an account's transactions in its Transactions tab.
In short
Connection › asset › holding. Transactions belong to accounts. To see how this is laid out in the app, see Getting to know the asset view.