Finly Money works from your transactions, and there are three ways to bring them in. All three are included with every plan.
Compare the three ways
At a glance | Connect a bank | Upload statements | Add by hand |
|---|---|---|---|
How it works | You sign in to your bank through Plaid or Flinks, read-only. | You upload PDF or CSV statements and we read every line. | You type each transaction in yourself. |
Keeps itself up to date | Yes, new transactions arrive on their own. | No, you upload each new statement. | No, you add new ones as they happen. |
History | Up to two years, depending on your bank. | As far back as the statements you have. | Whatever you enter. |
Works with | Most Canadian banks and credit cards. | Any Canadian bank or card. | Anything, including cash. |
Best for | The accounts you use every day. | Banks that won't connect, or when you'd rather not sign in. | Cash, reimbursements and one-off entries. |
Get started
Open Accounts
Go to Accounts and choose Add. On a phone, it's the round + button.
Pick a way in
Choose Connect a bank, Upload statements or Add by hand, then follow the steps. For more detail, see connect your bank, upload statements or add transactions by hand.
Mixing them
You can use all three together: for example, a connected chequing account, a credit card from statements and cash by hand. We check new transactions against what's already there, so the same one isn't added twice. See how duplicates are avoided.