Skip to main content

Fina Modules

Fina modules are designed to provide account level functionality to better orgnanize and manage your financial data. They work at the account level despite you have multiple profiles or not.

Currently, Fina has the following modules:

  • Radar: Manage top-line important alerts about your Fina account.
  • Merchants: Manage merchant related settings, mainly name management for now.
  • Schedules: Manage recurring transactions schedules.

Radar​

Radar is a powerful module to help you monitor your financial health. It provides important alerts by scanning your transactions and accounts data. Fina maintains a extensive list of policies to detect important events, such as:

  • Large transactions
  • Unusual spending
  • Low balance
  • Over budget
  • Upcoming bills
  • etc.

In addition, Fina Radar will allow you to add any Fina block in to a watchlist, and these watchable blocks will become part of the radar scan. If threshold is breached, you will get a radar item to display on this module. (note: this feature is coming soon.)

tip

Fina Radar is still in early stage. Currently, it only supports some basic policies, and Fina team is collecting feedback to improve the policies and add more policies. If you have any suggestions, please let us know, in any mean - email, chat, ticket, etc.

Merchants​

Merchant is a simple module to manage merchant names. Often, the merchant names from bank are not clean (eg. random text added), and it is hard to read and understand, and most importantly, it is hard to group them together for better analysis.

Fina provides a simple way to manage merchant names, you can serach those merchants by keywords and rename them to a unifiled name. Once renamed, all transactions with the same merchant name will be updated automatically. You think of this like a special rule.

Schedules​

Schedules module is to manage all recurring transaction schedules in one place. You can see all schedules in a list, and edit or delete them easily. You can also activate or deactivate a schedule.

Run a schedule will prefill future transactions based on the schedule settings, and you can edit those transactions if needed. Please refer to the Recurring Transactions document for more details about how recurring transactions and schedules work.