Shawn Cao

Fina Money has always been the most flexible finance tracker in the world.

Now, however, I would rather call it the most intelligent finance platform in the world.

AI has evolved so tremendously that it has vastly improved how we obtain and organize information. It is especially exciting when AI interacts with our personal data to create real upside!

In this post, I will walk you through a few examples to show you how AI has empowered Fina to become an incredibly useful tool for managing our finances.

The biggest barrier to a truly flexible system is the learning curve.

Think about spreadsheets: for years, mastering powerful functions like VLOOKUP was a badge of honor. But in the AI era, that burden is disappearing. Whether it’s an AI side panel in Google Sheets or Excel, the focus has shifted from how to build to what you want to achieve.

Fina shipped a batch of improvements focused on speed, clarity, and better answers from your data. Here are the highlights from the latest releases.

Would you like to choose an app that adapts to you, or vice versa?

In a crowded personal finance app landscape, choosing the right tool can make the difference between tolerating your finances and truly mastering them.

While apps like Monarch Money have made strong strides in budgeting and mobile experience, Fina Money is emerging as a fundamentally different platform - one built for giving you true ownership, flexibility, and control over how you view, organize, and grow your financial life.

If you are an investor, you probably want to have a clear overview of your investment portfolio and performance. Fina provides a set of analysis tools to help you understand your investment better, including:

• Investment Overview Block
• Investment Performance Block
• Investment Return Template

In finance management, these 3 activities are common and crucial:

• Cashflow tracking
• Budget planning
• Future forecasting

Today, I would like to introduce 3 templates that focus on “future projection” published in Fina gallery lately.

It covers 3 important aspects of our financial life —

1. Account balance
2. Debt control
3. Investment return

I was scrolling through the list of merchants in Fina Money — it felt plain and, honestly, a little boring.

Personal finance and budgeting apps have become essential tools for managing our finances in today's digital age, but this market is so crowded that it is hard to choose the best one for you.

Companies are competing to provide the best features, user experience, and integrations with banks and financial institutions. When you search for the best personal finance apps, you will find a lot of articles and reviews, but they are often biased or outdated. In this article, we will explore the key features that make a personal finance app the best choice for you, and why Fina is the best personal finance and budgeting app in 2025.

When you hear the term "financial literacy," what comes to mind?

It seems an overwhelming complex topic, but in fact, it comes down to a few key concepts that everyone can understand and apply in their daily life.

Maybe you just started your career as a young professional, maybe you're managing big investments and assets in mid-life, or maybe you're thinking about retirement planning soon…

No matter what stage of life you're at, finance is one of the most important parts of it. Managing your finances well lays a secure foundation for a happy life.

You need a finance tracker.

A finance tracker not only keeps you on track with spending and budgeting but also gives you comprehensive financial clarity to feel financially secure.