Fina

Fina University

Resources to quickly learn the basics

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Template Library

Explore Changelog

Fina University

Resources to quickly learn the basics

Search for content...

Templates

Changelog

Fina University

Resources to quickly learn the basics

Search for content...

Template Library

Explore Changelog

Fina University

Resources to quickly learn the basics

Search for content...

Template Library

Explore Changelog

Tutorial Guides

Step-by-step walkthroughs of key workflows in Fina

See All Tutorials

PAYMENT

**** **** **** 2859

Valid thru 06/24

How To Manage Manual Accounts & Transactions

Add manual balances or import manual transactions

Learn More

PAYMENT

**** **** **** 2859

Valid thru 06/24

How To Manage Manual Accounts & Transactions

Add manual balances or import manual transactions

Learn More

PAYMENT

**** **** **** 2859

Valid thru 06/24

How To Manage Manual Accounts & Transactions

Add manual balances or import manual transactions

Learn More

PAYMENT

**** **** **** 2859

Valid thru 06/24

How To Manage Manual Accounts & Transactions

Add manual balances or import manual transactions

Learn More

-$388

APPLE.COM/BILL

Apple

Apr. 16, 2024

iPad Purchase

Chase Sapphire

How To Split & Modify Transactions

Split categories, add notes, change dates, and more!

Learn More

-$388

APPLE.COM/BILL

Apple

Apr. 16, 2024

iPad Purchase

Chase Sapphire

How To Split & Modify Transactions

Split categories, add notes, change dates, and more!

Learn More

-$388

APPLE.COM/BILL

Apple

Apr. 16, 2024

iPad Purchase

Chase Sapphire

How To Split & Modify Transactions

Split categories, add notes, change dates, and more!

Learn More

-$388

APPLE.COM/BILL

Apple

Apr. 16, 2024

iPad Purchase

Chase Sapphire

How To Split & Modify Transactions

Split categories, add notes, change dates, and more!

Learn More

Core Concepts

Learn about the core concepts behind the product

See All Concepts

$3,883

+25%

Multi-Profile Concept

Learn how to bucket your accounts into different profiles for unique categorization and mixed reporting use-cases.

Learn More

$3,883

+25%

Multi-Profile Concept

Learn how to bucket your accounts into different profiles for unique categorization and mixed reporting use-cases.

Learn More

$3,883

+25%

Multi-Profile Concept

Learn how to bucket your accounts into different profiles for unique categorization and mixed reporting use-cases.

Learn More

$3,883

+25%

Multi-Profile Concept

Learn how to bucket your accounts into different profiles for unique categorization and mixed reporting use-cases.

Learn More

Nov

Dec

Jan

Feb

Snapshot Concept

Learn how to use snapshots to control version history and revert back in time so that you don't make unwanted changes.

Learn More

Nov

Dec

Jan

Feb

Snapshot Concept

Learn how to use snapshots to control version history and revert back in time so that you don't make unwanted changes.

Learn More

Nov

Dec

Jan

Feb

Snapshot Concept

Learn how to use snapshots to control version history and revert back in time so that you don't make unwanted changes.

Learn More

Nov

Dec

Jan

Feb

Snapshot Concept

Learn how to use snapshots to control version history and revert back in time so that you don't make unwanted changes.

Learn More

Documentation

Help docs to answer common product related questions

See All Documentation

Reconnecting Accounts

Learn what to do if your accounts get disconnected.

Learn More

Reconnecting Accounts

Learn what to do if your accounts get disconnected.

Learn More

Reconnecting Accounts

Learn what to do if your accounts get disconnected.

Learn More

Reconnecting Accounts

Learn what to do if your accounts get disconnected.

Learn More

Cash Flow

Apr

May

Jun

Jul

Aug

Exporting Transactions

Discover the options for exporting a list of your transactions. Great for tax purposes!

Learn More

Cash Flow

Apr

May

Jun

Jul

Aug

Exporting Transactions

Discover the options for exporting a list of your transactions. Great for tax purposes!

Learn More

Cash Flow

Apr

May

Jun

Jul

Aug

Exporting Transactions

Discover the options for exporting a list of your transactions. Great for tax purposes!

Learn More

Cash Flow

Apr

May

Jun

Jul

Aug

Exporting Transactions

Discover the options for exporting a list of your transactions. Great for tax purposes!

Learn More

Resources

Other resources to help along your financial journey

Website Home

Email Us

Book A Call

Youtube

Resources

Other resources to help along your financial journey

Email Us

Book A Call

Website Home

Youtube

Resources

Other resources to help along your financial journey

Website Home

Email Us

Book A Call

Youtube