Destinations

Intro

A destination is somewhere Finicom is syncing transaction data to, from a specific source account.

Transaction Syncing

For transaction posted to a source account, a destination, will sync that transaction to the downstream account if it's active.

Transaction States

Transactions within financial accounts typically have 3 states:

• Pending: the transaction has been created, but not yet finalized. All details, like amount and description, can change.
• Posted: the transaction has been finalized and is unlikley to change.
• Void: the transaction has been removed, deleted, or reversed. Transactions move into this state when they are either deleted or marked as void by your bank.

Finicom syncs once per transaction state. Destinations, will attempt to overwrite existing synced data for transaction state updates if possible. For example, if a transaction gets synced in a pending state with an amount of $10, then moves to posted with an amount of $20, Finicom will overwrite the $10 amount with $20 in the downstream destination, if possible.

Finicom detects transaction state updates for transactions created in the last 60 days.

Syncing

• Your destinations are updated once per transaction per destination per transataction state; Finicom ensures no duplicate syncs are sent!
• Usually refreshed quickly, typically hour(s) after transaction changes occur, but may be longer.

Creating Destinations

There's no limit on how many destinations your organization can have.

How to create a new destination:

1. Go to the Destinations page.
2. Click the "Add Destination" button.
3. Select the type of destination you want to create.
4. Name your destination, choose the source to sync from, and complete any necessary configuration.
5. Click "Create Destination."

Syncing information:

After you create a destination, it may take up to an hour for transactions to start syncing. If there's a lot of historical data, the full sync process might take up to 24 hours.

Viewing Destinations

To view destinations, visit your organization's destinations page.

Clicking on a destination will allow you to see recent syncs from that destination and it's settings.

Managing Destinations

To view your destination's settings, visit your organization's destinations page, click on the destination you want to manage, then click on the "Settings" tab.

Within settings, you'll see many options to manage and edit your destination.

• Status: allows you to enable or disable this destination. Disabled destinations will not sync transactions. Enabling a destination resumes it, and any transactions that occured in the last 60 days will sync.
• Name: allows editing the name of this destination.
• Source Account: displays the financial account connected to this destination. Source Accounts are not changeable. If you wish to change a source account, we recommend creating a new destination instead.
• Configuration: contains specific settings to the type of destination chosen.
• Filter Transactions: allows you to specify which transactions are synced to the destination. Transactions not matching the data will not be synced. Editing the filter later will not sync already-skipped transactions.

Filtering Transactions

Finicom allows filtering out specific transactions that you don't want synced to your destination, allowing for powerful conditional logic. For example, if you want to be emailed only when a transactions is more than $1000, you could configure a filter on your email destination to only sync transactions when Amount > 1000.

Deleted transactions cannot be filtered.

Archive Destinations

Archiving a destination will irreversibly archive it forever, hiding it from view and causing all syncing from it to stop. Archiving a destination does not effect it's source. Existing synced transactions will still be synced and still be counted in your dashboard.

To archive a destination, visit your organization's destinations page, click on the destination you want to archive, then press the archive button in top right corner.