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Welcome to Fina Money!

Fina Money is the most flexible financial tracking system in the world. It is designed for individuals, professionals, entreprenuers to manage their finances, track your spending, and shape the path to their fiance freedom.

We refer to Fina Money as Fina. It's often called Notion for Finance because its modular design that gives users the power to build any personalized view of their finance.

Let's take a look at some basic concepts of Fina.

Sign Up​

Everything starts from a new account, create a new one here if you haven't done so: Sign Up.

Once you sign in Fina with the new account, Fina Demo Data will be automatically created for you. You can use this demo data to explore Fina's features and get familiar with its simple design.

Interactive Demo​

Though it does not cover all features, this compressed interactive demo tries to show you how Fina works in a basic flow, highly recommended to go through it:

Basic Concepts​

To simplify the future communication between us, let's take a look at some basic concepts of Fina.

  • Workspace: Every Fina account has a workspace. A workspace is a collection of all your data, including accounts, transactions, categories, rules, budgets, and reports.
  • Profile: Fina is a multi-profile system. You can create multiple profiles in a workspace. Each profile has its own set of data, including accounts, transactions, categories and rules. Accounts can be moved between profiles.
  • Console: If we ever mention "Fina Console", it refers to the user interface to manage each profile: accounts, transactions, categories, rules.
  • Pages: In contrast to Console, Fina Pages are the user interface to view and analyze your data. You can create as many pages as you want in a workspace. Some people treat page as a document and some others refer it as dashboard, in fact, it is a living dashboard in a document.
  • Blocks: Fina Pages are built with blocks. A block is a data visualization component that can be added to a page. There are many types of blocks, including text, table, chart, and more. You can add, remove, and rearrange blocks to create the perfect page for your needs.
    • Metrics: A metric a logic name to represent a data point, such as total expense in grocessary, number of months in a quarter, total income in a year. You can use metrics to create a block that display these data points.
    • Chart: A chart is a visual representation of data. You can use charts to display trends, comparisons, and distributions of your data. Fina supports many types of charts, including line, bar, pie, and more.
    • Formula: A formula is a calculation that you can use to manipulate data. You can use formulas to create custom metrics, perform calculations, and more. Fina supports many types of formulas, including arithmetic, logical, and text functions.
  • Template: A template is a pre-defined page that you can use to create a new page. Fina provides many templates to help you get started, including budget, report, and more. You can also create your own templates to share with others.

Start Exploring​

Now, let's begin your journey with Fina.

These are some important links, but you can come back at any time to find them:

Good luck and have fun with Fina!