📄️ Connect Accounts
You have just learned the basics concepts and signed up an account, congratulations!
📄️ Organize Accounts
If you have a small number of accounts, you can skip this page.
📄️ Setup Categories
Categories are the backbone of your financial tracking system. They help you organize your transactions and make sense of your spending patterns.
📄️ Review Transactions
It is very common for use to review transactions at your own pace, some people do it daily, some people do it weekly, and some people do it monthly.
📄️ Pages and Blocks
Assuming we have got a set of clean data, now we can start to make pages with blocks, that's the fun part!
📄️ Collaboration With Others
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.