C

Bank

US

Connect Current to Fillfolio, Google Sheets™ & MCP

Fillfolio supports read-only balance connections for eligible Current accounts in United States. Review available data, limitations, and the connection model before you connect.

Connection model

Read-only access. No trading, custody, signing, or money movement.
Choose a plan

Status

Supported

Connection type

Bank

Availability

United States

Method

Read-only account authorization

Available data

  • Account labels and types
  • Checking and savings balances
  • Credit-card balances

Coverage and limitations

Account and balance availability depends on the institution, account type, and the authorization completed in the provider connection flow.

Connection guide

How to connect Current

  1. 1

    Choose Current from the connection search and continue to the secure authorization flow.

  2. 2

    Sign in with the institution and approve only the accounts you want Fillfolio to display.

  3. 3

    Return to Fillfolio and review the synchronized accounts, coverage, and freshness status.

Practical uses

What you can do with this connection

See cash in context

Include supported checking and savings balances alongside investments without treating bank cash as a security.

Track liabilities

Display supported credit-card balances as debt so net worth remains separate from gross assets.

Review account freshness

See when connected account data was last synchronized and when action is required.

Use your data

Available Fillfolio surfaces

Questions

Before you connect

What can Fillfolio show from Current?

Account labels and types, Checking and savings balances, Credit-card balances. Exact availability depends on the connected account and the data the source provides.

Can Fillfolio transact through Current?

No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.

Can Current availability change?

Account and balance availability depends on the institution, account type, and the authorization completed in the provider connection flow.

Fillfolio is not affiliated with, endorsed by, or sponsored by Current. Current and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.