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Time Selection

Fina provides a powerful time selection feature that allows you to filter transactions or insights by specific time periods:

  1. Absolute time selection
  2. Relative time selection

Time Component​

This component is probably the most used component in Fina, it is used in many places, such as:

  • Transactions Page
  • Categories Page
  • Transaction List Drawer
  • Fina Block

It looks like this: Time Component

You can select a time range either by Time Macro on the left side, or by selecting a Custom Time Range on the right side.

Time Marcos are very useful since it is dynamic, meaning it will always re-compute the real time range based on the current time:

  1. Current: Week, Month, Quarter, Year - the current week, month, quarter, or year.
  2. Previous: Week, Month, Quarter, Year - the previous week, month, quarter, or year.
  3. Last: X days - the last X days, such as 7 days, 30 days, etc.
  4. Next: X days - the next X days, such as 7 days, 30 days, etc.

Custom Time Range is straightforward, you can select a start date and an end date to form a range:

  1. Start Date - the start date of the range.
  2. End Date - the end date of the range.
  3. Shortcuts -
    1. Till Today: set the range stop at current time as of today.
    2. Select Month: set the range to the whole month of the current month.

Custom Time Range

tip

How can I define something like "Year to Date" or "Month to Date"? You can make it in two steps, take YTD as example:

  1. Select "Current Year" macro on the left.
  2. Open Custom Time Range on the right, click Till Today.

That is the "Year to Date" time range Marco!

Time Selection in Fina Block​

Fina Block is a powerful feature that allows you to create custom blocks with various metrics and insights. To make a block auto update itself to show the latest data, you always want time macro to be selected. Unless a specific time range has special meaning to you that you want to pin a specifial block in a Fina Page.

Two macros are worth special attention:

  1. All Time: This macro is special to cover full spectrum of available time for all transactions you have. It is useful when you want to see a total summary of all historical data.
  2. Next x Days: This marcro is special because it covers future time, this is only useful when the Fina block is used to show future transactions or summary, serving as a furture projection view.
  3. Year to Date: As discussed previously, sometimes you want to see a macro time range such as "Current Year" but do not want to include future data points, in this case, please use the shared tip "Till Today" to make it a "Year to Date" time range.

Time selection in Fina is very flexible, mastering it will help you to create powerful blocks that can show the data you want to see.