# Fina

> Fina is a web-first finance data platform ("Notion for Finance") that ingests, normalizes, models, and analyzes financial data for individuals, families, and businesses.

Fina combines account aggregation, spreadsheet sync, transaction operations, metrics/formulas, visual blocks, AI workflows, and collaboration in a multi-workspace, multi-profile system.

## Platform Features And Functions

- Data ingestion and sync: bank/credit/investment connectivity via Plaid, MoneyKit, and Finicity, plus manual account support and Google Sheets sync.
- Transaction processing: sync, manual creation/deletion, categorization, tagging, merchant cleanup, views/filters, import/export, and schedule-backed recurring transactions.
- Data modeling: profiles, categories, rules, tags, account groups, snapshots, and profile/workspace separation.
- Analytics and reporting: Fina Blocks (single value, list, chart, grid, transaction list), timeline views, comparisons, budgets, Sankey flow, and templates.
- Formula and metric engine: reusable metrics, formula metrics, constants/variables, and metric-level filters/time windows.
- Forecasting and AI: AI chat, summary/title generation, forecasting, and AI-assisted categorization.
- Collaboration and sharing: guest access roles, shared workspaces, shared docs/templates/categories, and email notifications.
- Monitoring and automation: Radar alerts, recurring schedules, digest jobs, and partner/admin operational jobs.
- Multi-currency support: account-level currencies with user-level conversion target and fiat/crypto support.
- Developer access: API keys, resource APIs, dataset APIs, and MCP JSON-RPC endpoint for tool-based integrations.

## Canonical Documentation

- [Docs Home](https://www.fina.money/docs): Product documentation root.
- [Introduction](https://www.fina.money/docs/): Core concepts: workspace, profile, pages, blocks, templates.
- [Migration](https://www.fina.money/docs/migration): Import historical transactions via Google Sheets.
- [Connect Accounts](https://www.fina.money/docs/basics/connect-accounts): Plaid, MoneyKit, manual accounts, Zillow house tracking.
- [Organize Accounts](https://www.fina.money/docs/basics/organize-accounts): Multi-profile and account tags.
- [Setup Categories](https://www.fina.money/docs/basics/setup-categories): Category management, import/export, snapshots.
- [Review Transactions](https://www.fina.money/docs/basics/review-transactions): Rules, tags, views, merchant management.
- [Pages And Blocks](https://www.fina.money/docs/basics/page-blocks): Page/block building and sharing.
- [Collaboration](https://www.fina.money/docs/basics/collaboration): Guest access and shared workspace workflows.
- [Currency](https://www.fina.money/docs/currency): Multi-currency and conversion behavior.
- [Multiple Profiles](https://www.fina.money/docs/profile): Profile-based data separation.
- [Budgeting](https://www.fina.money/docs/budget): Budgeting by time/category/event/merchant and dynamic budgets.
- [Formula Metric](https://www.fina.money/docs/formula): Formula model and expression design.
- [Comparison View](https://www.fina.money/docs/comparison): Previous period/year comparisons in timeline blocks.
- [Recurring Transactions](https://www.fina.money/docs/recurring-transactions): Schedule creation, execution, and reconciliation.
- [Fina Blocks](https://www.fina.money/docs/fina-blocks): Block patterns and metric composition examples.
- [Sankey Chart](https://www.fina.money/docs/sankey-chart): Flow-of-money visualization.
- [Manual Overrides](https://www.fina.money/docs/manual-overrides): Data correction controls.
- [Fina Radar](https://www.fina.money/docs/fina-radar): Alert policies and radar workflow.
- [Fina Merchants](https://www.fina.money/docs/fina-merchants): Merchant normalization and exploration.
- [Fina Schedules](https://www.fina.money/docs/fina-schedules): Recurring schedule management and calendar.
- [AI Chat](https://www.fina.money/docs/ai-chat): AI chat usage and behavior.
- [Settings](https://www.fina.money/docs/settings): User/profile/page/block/category configuration model.
- [Google Sheet Component](https://www.fina.money/docs/components/google-sheet): Spreadsheet schema and sync behavior.
- [Changelog](https://www.fina.money/docs/changelog): Product updates over time.

## API Surface (Source Entry Points)

- [Core Fina API](https://github.com/finalabs/fina/blob/main/src/api/src/fina/fina.controller.ts): profiles/plans/docs/metrics/accounts/settings/templates/dashboard.
- [Transaction API](https://github.com/finalabs/fina/blob/main/src/api/src/transaction/transaction.controller.ts): sync, manual transactions, recurring schedule lifecycle.
- [Profile API](https://github.com/finalabs/fina/blob/main/src/api/src/profile/profile.controller.ts): user profile, preferences, workspace, guests, surveys.
- [Resource API](https://github.com/finalabs/fina/blob/main/src/api/src/resource/resource.controller.ts): operational resources, categorization/embeddings, filtered transaction data.
- [AI API](https://github.com/finalabs/fina/blob/main/src/api/src/ai/ai.controller.ts): summary, title, forecast, metric/chat generation.
- [Forum API](https://github.com/finalabs/fina/blob/main/src/api/src/forum/forum.controller.ts): community discussions and feature voting.
- [Radar API](https://github.com/finalabs/fina/blob/main/src/api/src/radar/radar.controller.ts): policies, items, run/read flows.
- [Share API](https://github.com/finalabs/fina/blob/main/src/api/src/share/share.controller.ts): shared docs/templates/categories and email verification.
- [Plaid Integration](https://github.com/finalabs/fina/blob/main/src/api/src/plaid/plaid.controller.ts): link/connect/reconnect/remove items.
- [MoneyKit Integration](https://github.com/finalabs/fina/blob/main/src/api/src/moneykit/moneykit.controller.ts): link/connect/fix/remove items.
- [Finicity Integration](https://github.com/finalabs/fina/blob/main/src/api/src/finicity/finicity.controller.ts): connect/fix/update/remove items.
- [Google Sheets Integration](https://github.com/finalabs/fina/blob/main/src/api/src/gsheet/gsheet.controller.ts): auth/validate/expire sheet sync.
- [Notion Integration](https://github.com/finalabs/fina/blob/main/src/api/src/notion/notion.controller.ts): database query and post flows.
- [Dataset API](https://github.com/finalabs/fina/blob/main/src/api/src/dataset/dataset.controller.ts): dataset source update/list.
- [Storage API](https://github.com/finalabs/fina/blob/main/src/api/src/storage/storage.controller.ts): signed upload URLs and cache access.
- [Currency API](https://github.com/finalabs/fina/blob/main/src/api/src/currency/currency.controller.ts): supported currency list.
- [MCP API](https://github.com/finalabs/fina/blob/main/src/api/src/mcp/mcp.controller.ts): JSON-RPC endpoint for model/tool integrations.
- [API Keys](https://github.com/finalabs/fina/blob/main/src/api/src/api/keys.controller.ts): API key retrieval/regeneration.

## Optional

- [Main Website](https://www.fina.money): Marketing site and top-level navigation.
- [Web App](https://app.fina.money): Primary product application.
- [Templates Gallery](https://www.fina.money/templates): Reusable templates for pages and workflows.
- [Blog](https://www.fina.money/blog): Product education and use-case articles.
- [GitHub Repository](https://github.com/finalabs/fina): Full source code.