With the release of getquin Networth we are also offering the connection to a lot of regular cash and savings accounts.
If you have already connected a broker that also offers a regular cash account, you don't have to delete the existing portfolio or connection.
You are directly able to connect the existing portfolio with the associated cash balance from this bank/broker.
To connect a cash account to an existing finAPI connection, follow these steps:
1. Add a new portfolio.
2. Select cash.
3. Choose the bank/broker.
4. Choose the automatic connection.
5. In the next step, you will be asked whether you wish to connect this cash account to an existing portfolio.
6. Choose "continue" to add this new account to the existing portfolio.
7. In the next step, choose "checking" to import your cash account.
8. Follow the connection process.
This way you can add a connected cash account to your existing portfolio without the need to delete and reimport your whole portfolio.
FAQ
No settlement account is offered for my bank?
As we currently only use finAPI to connect settlement accounts, it is possible that this account type is not supported by finAPI and therefore cannot be connected. However, this may change in the future.

