Connect bank and card accounts securely
Add an account from Accounts → Add account. Choose bank, card, cash, or investment. When connecting to a bank, Figena uses read-only tokens; credentials are never stored on our servers and remain encrypted by your device key.
Multi-currency accounts are supported—set the native currency once. Figena will convert to your base currency for dashboards while keeping the source currency for exports.
If an institution is not supported yet, create a manual account. You can update balances via import or quick adjustments; the same security model applies.