Fina

What is Fina

Fina is a very flexible option for tracking custom scenarios; it's not just another finance app. It offers highly customizable and shareable financial management templates that allow users to create tailored tracking systems for their finances by connecting to over 12,000 financial institutions or importing data manually. With features like custom categories, flexible budgeting, and unique tracking scenarios, Fina offers a highly personalized approach to financial management. The platform emphasizes security, using AES-256 and TLS protocols, and maintains a read-only access to user data. It offers both free and paid plans, catering to various financial tracking needs.

Key Features of Fina

- Custom Financial Tracking System: Create personalized financial management solutions, eliminating the need for generic apps and spreadsheets.

- Live Data Connectivity: Connect data from 12,000+ financial institutions using third-party service providers like Plaid with secure read-only access.

- Security & Privacy: Employ AES-256 and TLS for data encryption, ensuring your credentials are never seen, stored, or sold.

- Customizable Categories & Metrics: Unlimited categories with emoji support for personalized tracking. Set custom budgets, forecasts, and goals.

- Multi-Profile Management: Segment your finances into multiple profiles for varied use-cases such as business vs. personal tracking.

- Split Transactions Feature: Accurately categorize different parts of a single transaction.

- Web Application Interface: Access Fina through a user-friendly web app to manage your finances anytime, anywhere.

- Manual Accounts and Data Entry: Import data manually if preferred, providing flexibility for all your financial tracking needs.

- Dynamic Pages & Blocks: Create custom pages and tracking blocks within the app for a personalized financial overview.

- Template Creation and Sharing: Share your financial methodologies with the community using easy-to-create templates populated with live data.

- Robust Financial Data Integration: Connect various financial accounts including banks, loans, and investments, supported in the US and Canada.

- Rules & Automation: Set rules for auto-categorizing transactions, enhancing accuracy and saving time.

- Integrated AI Assistance: Use the AI-powered feature to answer financial questions and guide the setup of tracking scenarios with the '/' command.

- Comprehensive Financial Features: Includes version control, currency conversion, saved filters, lifetime history, real-time data refresh, and tax rollups.

Is Fina Right for You?

We recommend Fina for the following types of users:

• You want to track multiple financial metrics in one place.
• You need to create customized calculations and utilize AI for financial analysis.
• You prefer an intuitive, Notion-style drag-and-drop interface for ease of use.
• You want to analyze stock market trends, investment performance, or operational expenses.
• You need a tool that provides actionable insights into your financial situation.

However, Fina might not be the best choice for the following users:

• You want a free forever platform for tracking your finances.
• You need API support for advanced integrations.

Pros and Cons of Fina

Pros

• Customizable Interface: Fina offers a Notion-style interface with a drag-and-drop feature, allowing users to create and customize financial calculations easily.
• Comprehensive Financial Tracking: Users can track multiple financial metrics, including stock market trends, investment performance, and operational expenses, providing a holistic view of their finances.
• AI Integration: Fina uses artificial intelligence to answer complex financial questions and provide actionable insights, making financial analysis more accessible and less overwhelming.
• Intuitive Design: The platform is user-friendly with an intuitive layout, making it easy to modify existing calculations or set up multiple views for different financial questions.
• Automation and Features: Fina offers features such as transaction history, tax reports, spending limits, and budgeting tools, which automate many aspects of financial management.

Cons

• Limited API Support: Fina does not currently offer API support, which may limit advanced integrations for some users.
• Limited Free Trial: While there is no free forever plan available, users can access a 7-day free trial across all plans before committing to a subscription.
• Basic Customer Support: Support is primarily available via email, which might not meet the needs of users who require more comprehensive customer service options.

Pricing

Essential Plan:

• Cost: $5/month or $5/month billed Yearly
• Features:
  • 5 live financial connections
  • 1 profile
  • Auto-categorization
  • Track any metric
  • Financial templates
  • Ad-hoc support
  • 7-Day Free Trial For All Plans
  • Cannot connect live banking data using the free plan

Premium Plan:

• Cost: $12/month or $9.6/month billed Yearly
• Features:
  • Unlimited financial institutions
  • Multiple profiles
  • Auto-categorization
  • Track any metric
  • Financial templates
  • Priority support
  • 7-Day Free Trial For All Plans

Frequently Asked Questions