Collaboration

Fina is a collaborative finance tool. You can invite your family members, friends or colleagues to join your workspace and share your pages with them. You can also share your pages with the public or specific users.

Share Workspace

You can share your workspace with others so that they can view or edit your entire workspace. Here is the a detailed blog post on it: Share Fina With Guests.

Family Sharing or Client Sharing

There are two major use cases for sharing your workspace with others:

1. Family Sharing: You can share your workspace with your family members.
2. Client Sharing: You can share your workspace with your advisors or coaches.

tip

The purpose of sharing is to allow others to work together with others to sort out your finannce.