📝 Description
Finary Connect allows you to automatically link your Finary account to Waltio.
👉 This simplified connection avoids the need to manually export or import your investment data.
⚠️ Warnings
This integration does not include accounts manually added in your Finary space.
Deleting or modifying the access will result in:
Synchronization stopping.
Failed connections being switched to disabled mode.
Loss of all applied modifications (labels, prices, etc.).
The promo code linked to Finary must only be entered when paying on Waltio.
💡 Recommendations
Make sure you are logged into the correct Finary account before initiating the connection.
Keep the access active to ensure synchronization works properly.
📂 How to connect to Finary Connect
Log in to your Waltio account.
Go to the My transactions section and select Finary, then Finary Connect.
Make sure you are logged in to Finary before clicking Connect.
You will be redirected to a page displaying a voucher code. Click on Go to Waltio.
You will automatically be redirected to Waltio and see Finary listed under My accounts.
📤 Managing synchronized data
During the connection, your investment transactions will be automatically imported.
If you also imported manual files, Waltio may duplicate some transactions.
Once synchronization is complete, you will find your data directly in your Waltio account.
➕ Adding transactions to Waltio
Once the connection is validated, your Finary transactions will automatically appear in Waltio under My accounts. 🎉