We suggest you add your bank accounts (checking accounts, deposit accounts, savings accounts, etc.).
How to add a bank account
Link your bank accounts
🖥️ On the Web
Select on Add assets
Select the corresponding category (Checking accounts or Savings accounts)
Select Securely link accounts
Choose the bank or search for it in the search bar
You will then be able to authenticate to connect your bank accounts, if synchronization is available
📱 On Mobile
Select the + button on the bottom right of the screen on the Dashboard (or click here)
The procedure is then the same as on the Web
Add your accounts manually
If synchronization is not possible for this bank, or it only allows checking accounts to be retrieved, then you can add your bank accounts manually.
🖥️ On the Web
Select on Add assets
Select the corresponding category (Checking accounts or Savings accounts)
Select Enter manually
Choose the desired bank or search for it in the search bar. If the bank is not listed, you can select the Manually add "My bank" option
You can then enter your account information. You will need to update them to reflect the changes on your Finary account.
📱 On Mobile
Select the + button on the bottom right of the screen on the Dashboard (or click here)
The procedure is then the same as on the Web