14 posts tagged with "Fina"

Fina is a powerful financial tracking tool that allows you to link and manage your financial accounts seamlessly. One of its standout features is the ability to create and manage multiple profiles, providing a structured way to organize different sets of financial data separately.

This post will walk you through everything you need to know about using multiple profiles in Fina.

Understanding Profiles in Fina​

In Fina, a profile is essentially a container that includes:

1. Accounts: Your linked financial accounts (bank accounts, credit cards, etc.).
2. Transactions: All transactions associated with the linked accounts.
3. Categories: Customizable categories for organizing transactions.
4. Rules: Automation rules for categorizing transactions.

Each profile operates independently, allowing you to have separate settings and data for different aspects of your finances.

Many people rely on Excel or Google Sheets to manage their finances, either by designing custom spreadsheets from scratch or using shared templates.

The key advantage of spreadsheets is their versatility: users appreciate the flexibility of formulas and the ability to manually adjust their data. For spreadsheet enthusiasts, this level of control can be rewarding. However, for most, the complexity and steep learning curve can quickly become overwhelming and frustrating.

Today, let’s explore a simple, free solution with Fina Money.

TLDR;​

If you don’t have time to read all details, just follow these 4 simple steps to make custom system for yourself:

1. Sign up an account in Fina and Sign in.
2. Click “+ Account” button → click banks → track manually.
3. Fill balance value for the account with currency.
4. Click “Import manual transactions” to connect a Google Sheet (template) where you maintain all your transactions.
5. That’s it! All features, scenarios, and templates available to you now.

In the past 6-months, we have fully headed down on building this great product & service — Fina, we imagine this tool to be loved by people who want to become confident in their finances.

⚙️ Flexibility is the core​

We put flexibility as the #1 core value in the product design, we know there are already tons of financial tracking apps out there to help you budget or provide you cookie-cutter charts.

Mint vs Fina​

Fina is an alternative financial tracking platform that Mint users can migrate to.

In a surprising move, Intuit has announced that they will be discontinuing Mint by year’s end. For us in the personal finance management (PFM) arena, this presents an exciting opportunity to help former Mint users enhance their financial management experience.

It’s true that the market offers a variety of alternatives, many of which are well-established and polished. So, what sets Fina apart? We believe in providing a fully customizable platform tailored to each individual’s needs.

Think of Fina as the “Notion for Finance.”