Fina Wizard

Profiles

Personal

Business

Family

Pages

Money Goals

Budget Planning

Cashflow Overview

Invite people

Changelog

Feedback

Personal / Your Dashboard

Edited 31 Oct

Share

Watch Product Demo

click to see magic
Product Hunt Badge

Fina Wizard

Profiles

Personal

Business

Family

Pages

Money Goals

Budget Planning

Cashflow Overview

Invite people

Changelog

Feedback

Personal / Your Dashboard

Edited 31 Oct

Share

Watch Product Demo

click to see magic
Product Hunt Badge

Personal / Your Dashboard

Edited 31 Oct

Watch Product Demo

click to see magic
Product Hunt Badge

Fina Wizard

Profiles

Personal

Business

Family

Pages

Money Goals

Budget Planning

Cashflow Overview

Invite people

Changelog

Feedback

Personal / Your Dashboard

Edited 31 Oct

Watch Product Demo

click to see magic
Product Hunt Badge

How it works

How it works

Enjoy Peace Of Mind

Enjoy Peace Of Mind

Enjoy Peace Of Mind

Build your own custom tracking system once,
enjoy financial clarity forever.

Build your own custom tracking system once,
enjoy financial clarity forever.

Build your own custom tracking system once,
enjoy financial clarity forever.

1

1

Add

Add

Connect live data from 12,000+ financial institutions & integrations or import your data manually.

Connect live data from 12,000+ financial institutions & integrations or import your data manually.

2

2

Build

Build

Set categories, rules, & clean transactions with ease. Build custom tracking scenarios with unique formulas.

Set categories, rules, & clean transactions with ease. Build custom tracking scenarios with unique formulas.

3

3

Share

Share

Publish your financial tracking system and help others manage their money how you do. Fina is like lego blocks for your finances.

Publish your financial tracking system and help others manage their money how you do. Fina is like lego blocks for your finances.

Security

Your Data

Our Architecture

Security + Privacy

We never see or store ANY financial account credentials.

We never sell your data.

Learn More

Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.

We maintain a read-only access and never access information without your permission.


The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.


We are also funded off of your subscriptions and support :).

Security

Your Data

Our Architecture

Security + Privacy

We never see or store ANY financial account credentials.

We never sell your data.

Learn More

Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.

We maintain a read-only access and never access information without your permission.


The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.


We are also funded off of your subscriptions and support :).

Security

Your Data

Our Architecture

Security + Privacy

We never see or store ANY financial account credentials.

We never sell your data.

Learn More

Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.

We maintain a read-only access and never access information without your permission.


The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.


We are also funded off of your subscriptions and support :).

Fina uses cookies to analyze traffic & improve UX.

Fina uses cookies to analyze traffic & improve UX.

Features

Features

The Fastest, Most Flexible Way To Track

The Fastest, Most Flexible Way To Track

The Fastest, Most Flexible Way To Track

Think your financial scenario is unique? Fina can be tailored for all use-cases.

Think your financial scenario is unique? Fina can be tailored for all use-cases.

Think your financial scenario is unique? Fina can be tailored for all use-cases.

Unlimited Custom Categories

Unlimited Custom Categories

Unlimited Custom Categories

Create as many categories as you need! Don't worry, we have emojis to give them some flare.

Create as many categories as you need! Don't worry, we have emojis to give them some flare.

Create as many categories as you need! Don't worry, we have emojis to give them some flare.

Track Personalized Metrics

Track Personalized Metrics

Track Personalized Metrics

Personal finance is personal. Use Fina to track custom-built metrics that no other app could handle. Re-arrange your numbers in ways that give them the most meaning to your situation. The possibilities are endless.

Personal finance is personal. Use Fina to track custom-built metrics that no other app could handle. Re-arrange your numbers in ways that give them the most meaning to your situation. The possibilities are endless.

Flexible Budgeting & Scenario Planning

Flexible Budgeting & Scenario Planning

Flexible Budgeting & Scenario Planning

Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.

Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.

Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.

Multi-Profile Segmentation

Multi-Profile Segmentation

Multi-Profile Segmentation

Group financial accounts into profiles to keep the numbers separated for accounting, but still under one roof for reporting. Great for splitting up business accounts or family members wanting to track together.
Group financial accounts into profiles to keep the numbers separated for accounting, but still under one roof for reporting. Great for splitting up business accounts or family members wanting to track together.
Group financial accounts into profiles to keep the numbers separated for accounting, but still under one roof for reporting. Great for splitting up business accounts or family members wanting to track together.

Split Transactions

Split Transactions

Split Transactions

Split Transactions

Web App

Web App

Web App

Web App

Manual Accounts

Manual Accounts

Manual Accounts

Manual Accounts

Change Dates

Change Dates

Change Dates

Change Dates

Add Notes

Add Notes

Add Notes

Add Notes

Import / Export

Import / Export

Import / Export

Import / Export

Doc-style Pages & Blocks

Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.

Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.

Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.

Create & Share Templates

Create & Share Templates

Create & Share Templates

Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!

Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!

Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!

Robust Financial Connections

Robust Financial Connections

Robust Financial Connections

We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.

We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.

We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.

Rules & Automations

Rules & Automations

Rules & Automations

Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!

Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!

Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!

Ask Fina AI

Ask Fina AI

Ask Fina AI

Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.

Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.

Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.

Version Control

Version Control

Version Control

Version Control

Currency Conversion

Currency Conversion

Currency Convert

Currency Conversion

Saved Filters

Saved Filters

Saved Filters

Saved Filters

Lifetime History

Lifetime History

Lifetime History

Lifetime History

Real-time Refresh

Real-time Refresh

Real-time Refresh

Real-time Refresh

Tax Rollups

Tax Rollups

Tax Rollups

Tax Rollups

Pricing

Pricing

Only Pay For Live Connections

Only Pay For Live Connections

Only Pay For Live Connections

Fina offers both free plans and free trials to our paid tiers.

Fina offers both free plans and free trials to our paid tiers.

Fina offers both free plans and free trials to our paid tiers.

Monthly

Yearly

(20% off premium)

Essential

$5/mo

Billed Yearly

5 live financial connections

1 profile

Auto-categorization

Track any metric

Financial templates

Ad-hoc support

Premium

$9.6/mo

Billed YEarly

Unlimited financial institutions

Multiple profiles

Auto-categorization

Track any metric

Financial templates

Priority support

7-day free trial for all plans

Fina is free forever for users importing manual data!
Our essential tier is priced simply to cover our cost of live data connections.

Monthly

Yearly

(20% off premium)

Essential

$5/mo

Billed Yearly

5 live financial connections

1 profile

Auto-categorization

Track any metric

Financial templates

Ad-hoc support

Premium

$9.6/mo

Billed YEarly

Unlimited financial institutions

Multiple profiles

Auto-categorization

Track any metric

Financial templates

Priority support

7-day free trial for all plans

Fina is free forever for users importing manual data!

Our essential tier is priced to simply cover our cost for live data connections.

Monthly

Yearly

(20% off premium)

Essential

$5/mo

Billed Yearly

5 live financial institutions

1 profile

Auto-categorization

Track any metric

Financial templates

Ad-hoc support

Premium

$9.6/mo

Billed YEarly

Unlimited financial institutions

Multiple profiles

Auto-categorization

Track any metric

Financial templates

Priority support

7-day free trial for all plans

Fina is free forever for users importing manual data!
Our essential tier is priced simply to cover our cost of live data connections.

Testimonials

What The People Say

What The People Say

What The People Say

Join a community of like-minded individuals.

Join a community of like-minded individuals.

Join a community of like-minded individuals.

Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.

-Cori Arnold

@iamcoriarnold

Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.

-Cori Arnold

@iamcoriarnold

It’s not about what you make, it’s about what you keep. I've been loving Fina so far.

-Dividend Hero

@HeroDividend

It’s not about what you make, it’s about what you keep. I've been loving Fina so far.

-Dividend Hero

@HeroDividend

An AI financial advisor. Fina enables people to manage their money & get proactive insights.

-Rowan Cheung

@rowancheung

An AI financial advisor. Fina enables people to manage their money & get proactive insights.

-Rowan Cheung

@rowancheung

I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.

-Nick Pendergraft

@NPendergraft

I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.

-Nick Pendergraft

@NPendergraft

I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.

-Tommy Guta

@tommyguta

I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.

-Tommy Guta

@tommyguta

I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.

-Matt King

@mattking20

I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.

-Matt King

@mattking20

I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.

-Tommy Guta

@tommyguta

I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.

-Nick Pendergraft

@NPendergraft

I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.

-Matt King

@mattking20

FAQ's

FAQ's

Got Questions?

Got Questions?

Got Questions?

We have answers.

We have answers.

We have answers.

Does Fina store my banking account credentials?

Does Fina store my banking account credentials?

Does Fina store my banking account credentials?

How many bank accounts are supported, is mine?

How many bank accounts are supported, is mine?

How many bank accounts are supported, is mine?

Does Fina store any of my personal financial information?

Does Fina store any of my personal financial information?

Does Fina store any of my personal financial information?

I'm worried about privacy or data breaches - is my data safe?

I'm worried about privacy or data breaches - is my data safe?

I'm worried about privacy or data breaches - is my data safe?

Why are some other financial tracking tools on the market free?

Why are some other financial tracking tools on the market free?

Why are some other financial tracking tools on the market free?

How can I contribute to the community?

How can I contribute to the community?

How can I contribute to the community?

Can I cancel anytime?

Can I cancel anytime?

Can I cancel anytime?

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To this

Try

Fina

Build confidence, get clarity,
transform your financial future.

From this

To this

Try

Fina

Build confidence, get clarity,
transform your financial future.

From this

To this