Finicom Airtable Extension

View and monitor your Finicom bank transaction data directly within Airtable

Finicom Airtable Extension

The Finicom Airtable Extension allows you to view and monitor your bank transaction data from Finicom directly within your Airtable bases. This integration makes it easy to reference your financial data while working in Airtable, providing a seamless experience for tracking expenses and monitoring cash flow.

You can find it on the Airtable Marketplace here.

Example of Airtable Extension | Finicom

Watch How To Use Airtable Extension

Installation

  1. Open our Airtable extension in the Marketplace.
  2. Click "Add extension" then select the base you want to add the extension to.

Setup Process

Step 1: Finicom Account Setup

  1. If you haven't already, sign up for a Finicom account
  2. Connect your bank accounts through the Finicom dashboard
  3. Set up your transaction syncing preferences

Step 2: Generate API Key

  1. In your Finicom dashboard, go to Settings > API Keys
  2. Click "Create New API Key"
  3. Give your key a descriptive name (e.g., "Airtable Extension")
  4. Copy the API key immediately - it will only be shown once
  5. Store the key securely - you'll need it for the extension

Step 3: Configure the Extension

  1. Open the Finicom extension inside your Airtable base
  2. Enter your API key when prompted
  3. The extension will connect to your Finicom account and display your transaction data

Using the Extension

The extension provides several key features:

Current Table Status

  • View the sync status of your current Airtable table
  • See which bank account's data is being displayed
  • Monitor the last refresh time

Synced Tables Overview

  • See all Airtable tables connected to Finicom
  • Easily switch between different transaction views
  • Monitor sync status across all connected tables

Security

The Finicom Airtable Extension prioritizes the security of your financial data:

  • Read-only API access ensures your data cannot be modified through the extension
  • All API communications are encrypted using HTTPS
  • No sensitive banking credentials are stored in Airtable
  • API keys are scoped for viewing access only

Troubleshooting

If you encounter any issues:

  1. API Key Invalid

    • Verify you've copied the entire key
    • Ensure the key hasn't been revoked
    • Generate a new key if needed

  2. Data Not Displaying

    • Ensure you have a destination setup in Finicom to this base. Finicom only shows data on tables that have syncs to them.
    • Check your internet connection
    • Verify your Finicom account is active
    • Ensure bank connections are working in Finicom

  3. Extension Not Loading

    • Refresh the Airtable base
    • Check if the extension needs updating
    • Verify API key permissions