Track your Charles Schwab spending with Finthy
Bank with Charles Schwab? Connect it to Finthy once through Plaid and your transactions and balances sync automatically, categorized and next to your other accounts.
How Finthy works with Charles Schwab
Finthy connects to Charles Schwab through Plaid, so your accounts stay up to date on their own.
Connect Charles Schwab
Search for Charles Schwab in Finthy and sign in through Plaid's secure window. Finthy never sees your banking password.
Let it sync
Transactions and balances update automatically, so there are no statements to download.
See where your money goes
Your Charles Schwab transactions are categorized automatically and shown next to your other accounts and budgets.
Automatic sync is available on paid plans, and you can always import Charles Schwab statements as files instead. Compare plans
Supported file types
Finthy's AI recognizes dates, descriptions and amounts in any of these formats, so there's nothing to convert before uploading your Charles Schwab files.
- PDF Statements as your bank issues them
- CSV Exported transaction lists
- Excel Spreadsheets from online banking
- OFX Standard banking format
- Images Photos or screenshots
Your Charles Schwab data, protected
No banking password
You sign in through Plaid, so Finthy never sees or stores your Charles Schwab password.
256-bit encryption
Your data is encrypted in transit and at rest.
Read-only
Finthy only reads your transactions. It can't move money or make payments.
Charles Schwab and Finthy: FAQ
Does Finthy sync automatically with Charles Schwab?
Yes. Finthy connects to Charles Schwab through Plaid, and your transactions and balances update automatically. Automatic sync is available on paid plans.
Which Charles Schwab files can I upload?
PDF, CSV, Excel and OFX files, plus images such as photos or screenshots. Finthy's AI extracts the date, description and amount of every transaction.
Is it safe to use Finthy with Charles Schwab?
Yes. You sign in through Plaid, so Finthy never sees or stores your Charles Schwab password. Access is read-only and your data is encrypted with 256-bit encryption in transit and at rest.
How much does Finthy cost with Charles Schwab?
You can start for free. Plans and their limits are listed on our pricing page. See pricing
Other banks in the US that work with Finthy
Start tracking your Charles Schwab spending
Create your free account and see your Charles Schwab spending in one place.