Fina - Custom Financial Management Solutions with Fina
Fina is the fastest, most flexible way to create custom financial management solutions. Track personal and business finances in one place without a spreadsheet.
Fina Product Information
What is Fina?
Fina offers the fastest, most flexible way to create custom financial management solutions. With Fina, you can track personal and business finances in one place, without the need for spreadsheets. It allows you to connect live data from 12,000+ financial institutions & integrations or import your data manually. You can build custom tracking scenarios with unique formulas, set categories, rules, and clean transactions with ease. Fina also offers robust financial connections, multi-profile segmentation, and allows you to create and share templates. Additionally, the tool provides currency conversion, saved filters, lifetime history, real-time refresh, tax rollups, version control, split transactions, and more.
How to Use Fina?
1. Add: Connect live data from 12,000+ financial institutions & integrations or import your data manually. 2. Build: Set categories, rules, & clean transactions with ease. Build custom tracking scenarios with unique formulas. 3. Share: Publish your financial tracking system and help others manage their money how you do.
Core Features of Fina
- Unlimited custom categories
- Track personalized metrics
- Flexible budgeting & scenario planning
- Multi-profile segmentation
- Robust financial connections
- Rules & automations
- Ask Fina AI
- Version control
- Currency conversion
- Saved filters & lifetime history
- Real-time refresh & tax rollups
- Doc-style pages & blocks
- Create & share templates
Use Cases of Fina
- Personal finance tracking
- Business finance tracking
- Customized budgeting & scenario planning
- Multi-profile financial management
- Template-based financial methodologies
- Currency conversion & real-time refresh
- AI-driven financial insights
FAQ about Fina
Does Fina store my banking account credentials?
No, Fina never sees or stores ANY financial account credentials and never sells your data.
How many bank accounts are supported, is mine?
We support bank, loan, and investment accounts, currently live in the US and Canada.
Does Fina store any of my personal financial information?
Fina uses third-party data service providers with bank-grade security and maintains a read-only access without accessing information without your permission.
I'm worried about privacy or data breaches - is my data safe?
Fina utilizes the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) to keep your personal information safe.
Why are some other financial tracking tools on the market free?
Fina is free forever for users importing data manually, and it offers a 35-day free trial for all paid plans.
How can I contribute to the community?
Fina lets the community share their financial methodologies through the power of templates. You can import any template and see it populated with your live data.
Can I cancel anytime?
Yes, Fina offers a 35-day free trial for all paid plans, and you can cancel anytime.
Fina Badge
Elevate your AiDive Launch with a sleek and customizable badge that complements your site. Choose from three distinct themes (Dark, Light, or Neutral) to perfectly match your website’s style. Easy to embed in your homepage or footer, this badge encourages your community to show their support and boosts engagement effortlessly
How to Install?Click "Copy embed code" and insert it into the source code of your website’s homepage.
