Getting Started with Bank Connections
After creating your account, here is how to start tracking your finances.
Connection methods
Finthy supports several ways to track your finances:
Plaid (US & Canada) - Automatic sync with 12,000+ US banks and major Canadian banks
Chrome Extension (Mexico) - Automatic sync with Citibanamex and HSBC Mexico
Manual bank connections - Add any bank from USA, Canada, Mexico, Chile, or Brazil
Transaction imports - Upload CSV or PDF bank statements
Connecting US banks (Automatic)
Go to Accounts in Finthy
Click Add Account and select Connect Bank
Search for your US bank
Log in securely through Plaid
Select the accounts you want to sync
Your transactions will sync automatically within minutes.
Connecting Canadian banks (Automatic)
Go to Accounts in Finthy
Click Add Account and select Connect Bank
Search for your Canadian bank
Log in securely through Plaid
Select the accounts you want to sync
Your transactions will sync automatically within minutes.
Adding a manual bank account
Go to Accounts in Finthy
Click Add Account
Select your country (USA, Canada, Mexico, Chile, or Brazil)
Choose your bank from the list
Enter your account details
Using the Chrome Extension (Mexico)
For automatic sync with Citibanamex and HSBC Mexico:
Install the Finthy Chrome Extension
Log into your bank online banking
The extension will detect your bank and offer to sync
Authorize and your transactions will be imported
Importing transactions
Download a statement from your bank (CSV or PDF)
Go to Transactions in Finthy
Click Import and upload your file
Our AI will extract and categorize transactions
Available Countries
United States - 12,000+ banks with automatic Plaid sync
Canada - Major banks with automatic Plaid sync
Mexico - 25+ banks, Chrome Extension for Citibanamex and HSBC
Chile - 12+ banks with manual connections
Brazil - 25+ banks with manual connections
Finthy uses bank-level encryption and never stores your banking credentials. Your data is always secure.