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Connecting Mexican banks

Mexico is supported. Mexican banks are manual, with one addition: for Banamex, Banorte and HSBC México the Finthy Chrome extension can capture your transactions while you are logged into your bank’s own website.

Finthy can only keep a bank up to date entirely on its own in the United States and Canada, where it connects through Plaid. No Mexican bank connects through Plaid, so nothing here asks Finthy for your bank password.

Add the bank

  1. Go to Banks and choose Add Bank.
  2. The first question is Where is your bank located?. Choose Mexico, whose row reads “Add accounts & transactions manually”.
  3. Select a Mexican bank to connect lists them. Each row shows how it is kept up to date: Banamex, Banorte and HSBC México show “Syncs via browser extension” with a blue Chrome Extension badge, and every other bank shows “Add accounts & transactions manually”.

The list runs to about ninety Mexican institutions and is not only banks. Alongside BBVA México, Santander México, Scotiabank, Inbursa, Nu, Hey Banco, Banco Azteca, Mercado Pago, BanBajío, BanCoppel, Banca Mifel, Afirme, Banco Base, Banco Actinver and American Express, you will find Afores such as Afore XXI Banorte, Afore SURA, Afore Banamex, Afore Inbursa, Afore Coppel, Afore Azteca and Afore Invercap, and insurers such as AXA Seguros México, Allianz México and BBVA Seguros.

Banamex, Banorte and HSBC México: the Chrome extension

The extension does not hold your bank credentials and does not log in for you. It reads transactions from the page while you are signed into your bank, in your own browser. Your login details are never stored or shared, and it only reads transaction data.

  1. Click the Chrome Extension badge on the bank’s row, which opens the setup with an Install from Chrome Web Store button. The extension is published on the Chrome Web Store and verified by Google.
  2. Once it is installed, go to your bank’s website and log in as usual.
  3. Click the Finthy extension icon and follow the prompts to sync.
  4. The transactions appear in Finthy within moments.

Because it works while you are signed in, this is not a background sync: nothing arrives while you are away from your bank’s site. Repeat the visit whenever you want fresh transactions. It needs Chrome, or another Chromium browser that installs Chrome Web Store extensions.

Every other Mexican bank: add accounts by hand

Choose the bank and the Add Account window opens. Fill in:

  • Account Name, for example “Cuenta de nómina BBVA”.
  • Account Type, grouped into Depository Accounts, Credit Accounts, Loans and Investment Accounts. An Afore belongs under Investment Accounts.
  • Currency, from MXN, USD, EUR, CLP, COP, PEN, BRL, ARS, GBP, CHF and CAD. Every plan can mix currencies across accounts. If you choose one the bank does not usually hold, Finthy says so and still lets you continue.
  • Initial Balance, the balance you are starting from. Not sure? Leave it empty and add it later.
  • Account Number and Card Number are optional, and only the last digits are worth entering.

If you enter an account number that already exists, Finthy updates that account instead of creating a second one, and tells you so.

Keep it up to date

  • Import a statement. On the Banks page, choose the import option and upload the file. Accepted formats are PDF, CSV, OFX, QFX, XLSX, JPG, PNG and HEIC, up to 10 MB. Finthy reads it with AI, so a photo or screenshot of an estado de cuenta works; a long statement can take two or three minutes.
  • Forward it by email. You have a personal Finthy import address. Forward the email your bank sends with the statement attached, and Finthy tells you when it is ready to review. Nothing is imported until you review it. Keep that address private: anyone who has it can send statements into your account.
  • Enter transactions yourself, one at a time.

After an import, the account balance is set to the statement’s closing balance. If the statement is older than the balance Finthy already has, it leaves the balance alone and says why.

Limits and edge cases

  • The free plan allows 2 bank connections and 4 visible accounts, and one statement import per account each month. If you have used this month’s import for an account, Finthy says so and you can import again next month or upgrade.
  • A password protected PDF is rejected. Remove the password from the file and try again. Mexican banks often send statements protected with your RFC or date of birth.
  • A statement with too many transactions to read in one go is rejected, with a suggestion to split it into smaller files.
  • If your bank is not in the list, choose Bank not listed? Add it by hand and type its name. It is created for your space only, and you can carry straight on adding accounts. Separately, Request a bank sends the name to us so it joins the shared list for everyone. Doing both is sensible.
  • A manual account is not second class. Budgets, the calendar, reports, exports and Finthy AI treat it exactly like a synced one.
  • Finthy runs in a browser, on a desktop and on a phone. The native iOS and Android apps are on our roadmap. The Chrome extension needs a desktop browser.