How to Connect Liabilities Automatically

The fastest way to add liabilities to your Findex portfolio is by connecting your bank or lender. Findex supports 50+ financial providers and will automatically import your loans, mortgages, and other debts alongside your assets.

Last updated About 1 month ago

How It Works

When you connect a provider, Findex securely pulls your financial data — including any liabilities tied to your accounts, such as mortgages, credit lines, and loans. Your liability data is then kept up to date through regular data syncs.

Connecting a Provider

  1. Go to Portfolio > Liabilities.

  2. Click the Add Liability button.

  3. Select Connect Provider.

[Image: The Add Liability modal with the "Connect Provider" option highlighted]

  1. Browse or search the list of available providers.

  2. Select your bank or lender (e.g., Nordea, SEB, Swedbank, and more).

[Image: The provider selection list showing available banks and lenders]

  1. Follow the authentication steps for your chosen provider. This usually involves logging in with your bank credentials or completing a BankID verification.

  2. Once authenticated, Findex will import your accounts — including any liabilities associated with them.

[Image: The authentication flow with BankID or bank login]

After Connecting

Once the connection is established:

  • Your liabilities will appear in the Liabilities list with a provider badge showing they were imported automatically.

  • Key details like remaining debt, interest rate, and maturity date will be populated from your provider's data.

  • Findex will sync your data regularly to keep balances and amortization amounts up to date.

  • You can see the connection status and last sync time in Settings > Providers & Integrations.

[Image: The liabilities list showing provider-imported liabilities with the provider badge]

Already Connected a Provider for Assets?

If you've already connected a bank account to import your investments, any liabilities on that account will have been imported at the same time. Check your Portfolio > Liabilities list — your debts may already be there.

Tips

  • Connect multiple providers — You can connect as many accounts as you need. Each provider's liabilities will be added to your portfolio.

  • Check your connection status — If a session expires, you'll see a notification. Head to Settings > Providers & Integrations to reconnect.

  • Your data is read-only — Findex only reads your financial data. It cannot make payments or changes to your accounts.

  • Assets and liabilities import together — When you connect a provider, both your holdings and debts are pulled in, so you get a complete picture.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!