Notion Integration

Sync your financial data to Notion

Manage your finances seamlessly within Notion. Connect your accounts, track spending, and visualize your financial journey all in one place.

Screenshot of accounts in Notion
Screenshot of transactions in Notion
Screenshot of holdings in Notion
Screenshot of investment transactions in Notion

Screenshot of accounts in Notion

What is Notion?

Notion is a popular productivity app that uses both notes and databases to organize information. Since its inception, Notion has been used for life and knowledge management. Now, with Finta, it can be used for financial management for individuals, families, and businesses. Want to track your spending, monitor your investment portfolio, or review your customers, subscriptions, and invoices in Notion? Use Finta to make syncing your data automatic.

Manage your finances in Notion

Whether you’re using Notion to organize your personal life or collaborate with teammates on a startup, you can now effortlessly manage your personal or business finances as well. Finta’s Notion integration is designed to sync your financial data seamlessly, providing a comprehensive solution for tracking your monthly budget, savings goals, or revenue.

Want to add superpowers to your Notion workspace? Use the rules engine to automatically categorize your transactions based on personalized rules, saving you time and effort. Or, create and embed charts to visualize your financial data.

How the Finta Notion Integration works

Setup your Notion destination in minutes by securely connecting Finta to your Notion account. We'll handle the rest.

1

Connect

Connect to your Notion account and pick which page you want to be the hub for all of your Finta-synced databases.

2

Select

Select which bank accounts and which tables you would like to sync to Notion.

3

Sync

Every day, Finta will automatically sync your financial data to your destination.

How-To Guides

Learn how to get the most out of your Finta and Notion integration

Templates

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