Finotion

I just got this set up and I have to say, it's pretty darn impressive. It's so nice to have this all within Notion. Well done! Well worth the price for me.

Hey Product Hunt! Ever since getting my first credit card, I’ve used an Excel / Google Sheet to keep track of my expenses and manage my finances across all my accounts. The process looks a little like this:
 - Once per month, log onto Chase / Capital One / Citibank - Select the date range for the last month, +/- 14 days - Export the CSV - Copy and paste my transactions to my Google Sheet - Manually go through and remove duplicate transactions (those whose status has changed from pending to posted) - Review my transactions by adding tags to categorize the type of expense, and notes for my personal bookkeeping (mostly Venmo requests I need to charge my partner for)


 Obviously, this process is time-intensive and repetitive, so I decided to use the new Notion API to automatically sync my personal finances to Notion. In the last few months of using it to manage my financial life, I've found Notion to be faster and more customizable compared to the other finance apps I've used before (Mint / Simplifi). Please let me know if you have any questions or feedback - I’d also love to hear how other people manage their personal finances!

I really love the idea, but I would hate entering my bank credentials.

Love the idea, instantly started free trial, but Plaid doesn't support Polish banks, unfortunately :( So I have to cancel. Great job anyway