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Latwy
Automate Personal Finance Tracking in Notion

Latwy
Free Trial
From 5$

Home: https://latwy.co

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What is Latwy?

Latwy streamlines personal finance by seamlessly integrating your bank accounts with Notion. Users can connect thousands of financial institutions via Plaid, allowing historical and daily transaction data, as well as account balances, to be automatically transferred into Notion's customizable databases and templates. No manual input is required, saving users valuable time and reducing errors.

With Latwy, users benefit from deep customization and automation capabilities in Notion, enabling the creation of personalized views, advanced formulas, and integrations with platforms like Zapier. Security is prioritized, ensuring that sensitive banking credentials are never stored or exposed. The tool supports both free and premium Notion users, with charts and automations available for an enhanced experience.

Features

  • Automated Transaction Import: Seamlessly imports financial transactions and balances from multiple institutions into Notion.
  • Plaid Integration: Securely connects to thousands of US and Canadian banks via Plaid.
  • Historical Data Sync: Retrieves up to two years of historical transaction data per account.
  • Customizable Notion Templates: Offers flexible personal finance templates in Notion with custom views, properties, and formulas.
  • Daily Updates: Pushes new transactions and balances to Notion each day automatically.
  • Automation Support: Integrates with Zapier, Make, and webhooks for workflow automation.
  • Security Focused: Never stores user credentials or financial data on its own systems.
  • Free Trial: 30-day free trial available with no upfront charge.

Use Cases

  • Automating daily personal finance tracking in Notion
  • Aggregating transaction data from multiple financial accounts
  • Creating customized financial dashboards and reports in Notion
  • Integrating financial updates with workflow automation tools like Zapier
  • Maintaining an up-to-date record of spending and balances without manual entry

FAQs

  • Do I need to use Latwy's personal finance template in Notion?
    Yes, the provided template includes Master Databases essential for Latwy to function, though you may customize it as long as existing Master Database properties remain unchanged.
  • Are my bank credentials secure?
    Latwy uses Plaid for secure connections and never sees or stores your bank usernames and passwords. Authentication is often performed directly with your bank using OAuth 2.0 where supported.
  • Does Latwy store my account and transaction data?
    No. Data passes through Latwy’s systems to Notion but is never stored.
  • Do I need a paid Notion plan to use Latwy?
    No. However, free Notion users have limitations such as only one chart per workspace and restricted automations.

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