Table Configurations

Overview

When setting up a sync destination, you can choose which tables to sync and customize how the data appears. Each table represents a different type of data from your connected accounts.

Available Tables

Bank Connections

Each individual bank connection you've set up. A bank connection can have many accounts. This is a required table for all destinations.

Fields

Field Name	Description	Required?	Airtable Types	Notion Types
ID	Unique identifier for the bank connection	Yes	Single line text, Rich text, Long text	Text
Name	Name of the financial institution	Yes	Single line text (Must be the first column)	Title
Last Update	When the connection was last synced	Yes	Date, Date time	Date
Error	Connection error message (if any)	No	Single line text, Rich text, Long text	Text

Accounts

Individual accounts associated with your banking institutions (checking, savings, credit cards, investments, etc.) This is a required table for all destinations.

Fields:

Field Name	Description	Airtable Types	Notion Types
Bank Connection	Reference to the associated bank connection	Linked records	Relation
ID	Unique identifier for the account	Single line text, Rich text, Long text	Text
Account Name	Display name of the account	Single line text (Must be the first column)	Title
Current Balance	Current account balance	Currency, Number	Number
Account Type	Type of account (depository, credit, loan, investment)	Multiple select, Single select	Select
Available Balance	Available balance for spending	Currency, Number	Number
Account Currency	Currency code (USD, EUR, etc.)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Account Mask	Last 4 digits of account number	Single line text, Rich text, Long text	Text
Account Subtype	Detailed account type (checking, savings, credit card, etc.)	Multiple select, Single select	Select
Account Limit	Credit limit or loan amount	Currency, Number	Number
Liability Interest Rate*	Annual interest rate (loans and credit cards)	Number	Number
Last Payment Amount*	Most recent payment amount	Currency, Number	Number
Last Payment Date*	Date of most recent payment	Date, Date time	Date
Next Payment Due Date*	When the next payment is due	Date, Date time	Date
Last Statement Balance*	Balance from most recent statement	Currency, Number	Number
Minimum Payment Amount*	Required minimum payment	Currency, Number	Number
Next Monthly Payment*	Upcoming monthly payment amount	Currency, Number	Number
Origination Date*	Date the loan/credit account was opened	Date, Date time	Date
Origination Principal Amount*	Original loan amount	Currency, Number	Number

*Debt-related fields are only available when you have liability data enabled in your Plaid connection.

Transactions

Money coming in and going out of your bank accounts - purchases, deposits, transfers, and more.

Available for: Plaid (with transaction data), Mercury, GoCardless, and Stripe connections

Configuration Options:

Include Pending Transactions

By default, transactions sync your destination when it is pending, and then updates whenever the transaction posts. If you only want posted transactions to sync, you can toggle this setting off.

Default: Enabled (pending transactions are included)

Example: A restaurant charge might show as "pending" for a day or two before fully posting. Enable this to see those transactions right away, or disable it to only see fully cleared transactions.

Show Outflows As

What it does: Control how expenses and payments are displayed.

Options:

- Negative (default): Expenses appear as -$50.00

- Positive: Expenses appear as $50.00

Why it matters: Some people prefer all amounts as positive numbers for easier reading in spreadsheets and formulas.

Fields:

Field Name	Description	Airtable Types	Notion Types
Account	Reference to the account where transaction occurred	Linked records	Relation
Summary	Transaction description or name	Single line text, Long text (Must be the first column)	Title
ID	Unique identifier for the transaction	Single line text, Rich text, Long text	Text
Date	Transaction date	Date, Date time	Date
Amount	Transaction amount (positive for income, negative for expenses by default)	Currency, Number	Number
Currency	Currency code (USD, EUR, etc.)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Is Pending?	Whether transaction is pending or cleared	Checkbox	Checkbox
Category	Reference to transaction category	Linked records	Relation
Sub-Account	Additional account identifier	Single line text, Rich text, Long text	Text
Merchant Name	Name of merchant or payee	Single line text, Rich text, Long text	Text
Fees**	Transaction fees (Stripe only)	Currency, Number	Number
Net Amount**	Amount after fees (Stripe only)	Currency, Number	Number
Fee Type**	Type of fee charged (Stripe only)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Type	Transaction category (special, place, etc.)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Source	Data source for the transaction	Single line text, Rich text, Long text	Text
Original Description	Unprocessed transaction description	Single line text, Rich text, Long text	Text

**Payment-specific fields are only available for Stripe connections.

Field Name	Description	Airtable Types	Notion Types
ID	Unique identifier for the category	Single line text, Rich text, Long text	Text
Name	Category name (e.g., "Food & Drink")	Single line text (Must be the first column)	Title
Category Group	Parent category group (e.g., "Food and Drink" for "Restaurants")	Multiple select, Single select, Single line text	Select
Description	Additional details about the category	Single line text, Rich text, Long text	Text

Balance History

Daily snapshots of your account balances over time, perfect for tracking trends and building charts.

Fields:

Field Name	Description	Airtable Types	Notion Types
ID	Unique identifier for the balance record	Single line text, Rich text, Long text (Must be the first column)	Title
Account	Reference to the account	Linked records	Relation
Date	Date of the balance snapshot	Date, Date time	Date
Balance	Account balance on that date	Currency, Number	Number

Holdings

The stocks, bonds, ETFs, and other securities you own in your investment accounts.

Available for: Plaid connections with investment data enabled

Fields:

Field Name	Description	Airtable Types	Notion Types
Account	Reference to the investment account	Linked records	Relation
Security	Reference to the security being held	Linked records	Relation
Summary	Auto-generated holding description	Single line text, Long text (Must be the first column)	Title
Quantity	Number of shares or units owned	Number	Number
Cost Basis	Total cost basis of the position	Currency, Number	Number
Base Currency	Currency of the holding	Multiple select, Single select, Single line text, Rich text, Long text	Select
Last Update	Date the holding was last updated	Date, Date time	Date

Securities

Details about individual stocks, bonds, ETFs, mutual funds, and options that appear in your investment accounts. This table is automatically included when you enable Holdings or Investment Transactions.

Available for: Plaid connections with investment data enabled

Fields:

Field Name	Description	Airtable Types	Notion Types
Symbol	Ticker symbol (e.g., AAPL, VTSAX)	Single line text (Must be the first column)	Title
ID	Unique identifier for the security	Single line text, Rich text, Long text	Text
Security Name	Full name of the security	Single line text, Rich text, Long text	Text
Close Price	Most recent closing price	Currency, Number	Number
Close Price As Of	Date of the close price	Date, Date time	Date
Security Type	Type of security (stock, ETF, mutual fund, bond, etc.)	Multiple select, Single select	Select
Option Contract Type	Call or Put (for options only)	Multiple select, Single select	Select
Option Expiration Date	Expiration date (for options only)	Date, Date time	Date
Option Strike Price	Strike price (for options only)	Currency, Number	Number
Option Underlying Ticker	Symbol of underlying security (for options only)	Single line text, Rich text, Long text	Text

Investment Transactions

Activity in your investment accounts like buying/selling securities, dividends, interest, and fees.

Available for: Plaid connections with investment data enabled

Fields:

Field Name	Description	Airtable Types	Notion Types
Transaction ID	Unique identifier	Single line text, Rich text, Long text	Text
Account	Reference to the investment account	Linked records	Relation
Security	Reference to the security	Linked records	Relation
Transaction Summary	Description of the transaction	Single line text (Must be the first column)	Title
Date	Transaction date	Date, Date time	Date
Quantity	Number of shares bought/sold	Number	Number
Price	Price per share	Currency, Number	Number
Amount	Total transaction amount	Currency, Number	Number
Fees	Transaction fees charged	Currency, Number	Number
Base Currency	Currency of the transaction	Multiple select, Single select, Single line text, Rich text, Long text	Select
Transaction Type	Category of transaction (buy, sell, cash, etc.)	Multiple select, Single select	Select
Transaction Subtype	Specific type (buy, sell, dividend, fee, deposit, etc.)	Multiple select, Single select	Select

Customers

People and businesses who purchase from you.

Available for: Stripe connections only

Fields:

Field Name	Description	Airtable Types	Notion Types
Customer ID	Unique Stripe customer ID	Single line text, Rich text, Long text	Text
Customer Email	Email address	Email, Single line text (Must be the first column)	Title
Customer Name	Full name	Single line text, Rich text, Long text	Text
Description	Notes about the customer	Single line text, Rich text, Long text	Text
Customer Balance	Current account balance	Currency, Number	Number
Currency	Default currency for the customer	Multiple select, Single select, Single line text, Rich text, Long text	Select
Created At	When customer was created	Date, Date time	Date
Invoice Prefix	Prefix for invoice numbers	Single line text, Rich text, Long text	Text
Address	Billing address	Single line text, Rich text, Long text	Text
Shipping	Shipping address	Single line text, Rich text, Long text	Text
Phone Number	Contact phone	Single line text, Rich text, Long text	Phone number
Metadata	Custom key-value data	Single line text, Rich text, Long text	Text

Products

The goods and services your business sells.

Available for: Stripe connections only

Fields:

Field Name	Description	Airtable Types	Notion Types
ID	Unique Stripe product ID	Single line text, Rich text, Long text	Text
Name	Product name	Single line text (Must be the first column)	Title
Description	Product description	Single line text, Rich text, Long text	Text
Is Active	Whether product is currently active	Checkbox	Checkbox
Created At	When product was created	Date, Date time	Date

Subscriptions

Recurring charges to your customers.

Available for: Stripe connections only

Fields:

Field Name	Description	Airtable Types	Notion Types
Customer	Reference to the customer	Linked records	Relation
ID	Unique Stripe subscription ID	Single line text (Must be the first column)	Title
Billing Cycle Anchor	Billing cycle anchor date	Date, Date time	Date
Cancel At	Scheduled cancellation date	Date, Date time	Date
Cancel At Period End?	Whether subscription will cancel at period end	Checkbox	Checkbox
Cancellation Details Comment	Customer's cancellation comment	Single line text, Rich text, Long text	Text
Cancellation Details Feedback	Cancellation feedback category	Single line text, Rich text, Long text	Text
Cancellation Details Reason	Reason for cancellation	Single line text, Rich text, Long text	Text
Cancelled At	When subscription was cancelled	Date, Date time	Date
Created At	When subscription was created	Date, Date time	Date
Currency	Subscription currency	Multiple select, Single select, Single line text, Rich text, Long text	Select
Current Period Start	Start of current billing period	Date, Date time	Date
Current Period End	End of current billing period	Date, Date time	Date
Ended At	When subscription ended	Date, Date time	Date
Description	Subscription description	Single line text, Rich text, Long text	Text
Started At	When subscription started	Date, Date time	Date
Status	Subscription status (active, cancelled, etc.)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Trial Started At	Trial start date	Date, Date time	Date
Trial Ended At	Trial end date	Date, Date time	Date

Invoices

Bills issued to your customers to collect payment.

Available for: Stripe connections only

Fields:

Field Name	Description	Airtable Types	Notion Types
ID	Unique Stripe invoice ID	Single line text (Must be the first column)	Title
Currency	Invoice currency	Multiple select, Single select, Single line text, Rich text, Long text	Select
Customer	Reference to the customer	Linked records	Relation
Description	Invoice description	Single line text, Rich text, Long text	Text
URL	Link to invoice in Stripe	URL	URL
Period Start	Start of billing period	Date, Date time	Date
Period End	End of billing period	Date, Date time	Date
Status	Invoice status (draft, open, paid, void, etc.)	Multiple select, Single select, Single line text, Rich text, Long text	Select
Subscription	Reference to subscription (if applicable)	Linked records	Relation
Amount Due	Total amount due	Currency, Number	Number
Amount Paid	Amount paid	Currency, Number	Number
Created At	When invoice was created	Date, Date time	Date
Due At	When payment is due	Date, Date time	Date
Paid At	When invoice was paid	Date, Date time	Date
Voided At	When invoice was voided	Date, Date time	Date

Customizing Your Tables

Selecting Fields

For each table, you can choose which specific fields to include. This helps you:

- Keep your destination organized with only the data you need

- Improve sync performance by reducing data volume

- Match your existing data structure

Table Relationships

Some tables reference others (like Transactions referencing Accounts). When you enable a table, make sure its related tables are also enabled for the best experience.

Common relationships:

- Transactions → Accounts, Categories

- Holdings → Accounts, Securities

- Investment Transactions → Accounts, Securities

- Invoices → Customers, Subscriptions

- Balance History → Accounts

Frequently Asked Questions

What should I do if I see duplicate transactions in my destination?

If your bank was not set up via Plaid, then reach out to support to get assistance.

If your bank is connected via Plaid, you might encounter issues where a transaction syncs twice by accident. This is a known data issue with Plaid that is unfortunately out of Finta's control. If you experience this issue, try syncing only posted transactions to ensure that each transaction syncs only once.

Can I change my table configuration after setting up a sync?

Yes! You can add or remove tables and fields at any time. Changes will apply to future syncs.

What happens if I disable a table that I previously synced?

The data will remain in your destination, but new data won't be synced. If you want to remove the old data, you'll need to delete it manually in your destination.

Why don't I see investment tables?

Investment tables (Holdings, Securities, Investment Transactions) are only available if you've connected Plaid with investment data enabled. If you've connected a bank with at least one investment account and still don't see these tables, please reach out for support.

Can I customize transaction categories?

When using Plaid's automatic categorization, categories are determined by Plaid. To use custom categories, disable automatic categorization and create your own categories in the Categories table. You cal also use the Rules Engine to auto-categorize your transactions based on your own pre-defined rules.

How often does Balance History update?

Balance History captures one snapshot per day per account. Historical data availability depends on your data provider.