Sources

Documentation on Finicom Sources, bank accounts and finanical instituations you can connect.

Intro

Sources are individual financial accounts that are connectioned to Finicom, for example, a specific checking account within your bank.

Your bank may have both a checking and savings account, but a source is a single account, regardless of how many accounts you have at a single financial institution.

Finicom can access up to 2 years of historical transaction information on each source, if your bank's history goes back that long.

Viewing Sources

To view your organization's sources, view the sources page in your dashboard.

From this page, sources can be added, made inactive, or archived.

A source's status column indicates if it is active for use, or inactive. Archived sources are permanently hidden and not visible on this page.

Creating Sources

To create a new source:

  1. Navigate to the sources page
  2. Click the "Connect Bank" button
  3. Choose whether you want to connect any bank account, or specifically Mercury bank accounts, which are available on the free tier.
  4. If you've selected normal banks, continue through the bank connection flow. All accounts you've selected at the end of this flow will automatically be created as sources in Finicom after a successful connection.
  5. If you've selected Mercury Bank, see our docs on connecting Mercury here.

Using Sources

Sources can be used in destinations, as sources of transaction data to sync to destinations! To create destinations, see our docs on destinations.

Archiving Sources

Archiving a source will permanently disable that source, make it unusable, hide it from view, and immediately pause all of the active destinations using it. Archiving will not remove any data that has been already synced to destinations from this source, but will mean Finicom will not access data from this source going forward.

To archive a destination:

  1. Navigate to the sources page
  2. Click on the source you wish to archive
  3. Click the red archive button in the top right corner of the page
  4. Confirm you would like to archive the source.

If you wish to reconnect a source that's been disconnected, create a new source that links to that same account. Disconnected sources cannot be reconnected.