You have the choice between manually adding or linking your accounts to track your assets on Finary. Below are the main differences between the two options.
If you don't have a subscription and are using the free version of Finary, restrictions apply. Read this article to learn more.
Synchronization / Linking accounts
We offer automatic synchronization of bank accounts, loans, listed assets, and cryptocurrencies. This gives you an up-to-date view of your assets in real-time. You can see our complete list of integrations here: can be seen here.
Our synchronization of bank and savings accounts is done in partnership with Powens, a French leader in the sector. Finary never stores your credentials.
Bank accounts
- Only available in automatic synchronization (no manual addition)
- Your account balance is updated once a day
- Your movements are visible on your Finary account.
Borrowing
- When importing your loans, some of the information will be pre-filled. Make sure you select them on Powens before synchronizing your accounts.
Side assets
- Detailed overview of the different envelopes you have: Life Insurance, PEA, Securities Account.
- The name of the synchronized account is indicated in the title of each table.
- You buy or sell securities ? The transaction will be visible on your Finary account within 24 hours.
Cryptos
- Synchronization possible for Coinbase, Kraken, Binance, Coinbase Pro, Bitstamp and even your Ethereum address
- The name of the synchronized account is indicated in the title of each table
- Are you buying or selling cryptos? The transaction will be visible on your Finary account within 24 hours.
Manual addition
Manual addition is available for all asset classes (except bank accounts). Your assets will be updated in the same way as if they were synchronized. You will need to update your Finary account if you decide to sell an asset.