We integrated our banking features with FinAPI which is a premium ‘Banking as a Service’ platform provider.
FinAPI supports the PSD2 with its new release and provides secure input windows. You do not have to create your own account with FinAPI, the FinAPI account is created directly via MoneyPenny. More information about the finAPI terms and conditions can be reviewed at: https://www.finapi.io/en/datenschutz/.
1. Create your Bank-Account with FinAPI
Go to “Banking” and create a new account:
If you choose the finAPI, you first want to create a Bank Account:
Choose your preferred Bank-Account:
Create the connection by clicking on the button:
Enter your Onlinebanking-ID as well your Pin to receive your banking informations:
After the succesfull Log-In into your Bank-Account you can select your preferred account now. Click “Next” to set the last details:
Congratulation, you’re almost done! Here you can select the “Currency” as well when the Bank entries should start:
2. Refresh FinAPI
To “refresh” your bank account to see the latest transactions, please start by clicking the “refresh finapi” button:
Enter your pin for your bank account:
You bank account will update now. This might take a while, depending on the latest transactions.
After the update, you can see the latest transactions.
Congratulation, you are all set! Enjoy!