With the release of getquin Networth we are also offering the connection to a lot of regular cash and savings accounts.
If you connected a broker already, which is also offering 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 for an already existing finAPI connection you can follow this way:
1. Add a new portfolio
2. Select cash
3. Choose the bank/broker
4. Choose automatic connection
5. As next step you are getting asked, if you wish to connect this cash account to an already existing portfolio.
6. Choose "continue" to add this new account to the existing postion
7. Choose in the next step "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.