Fina
Fina is a finance management tool that provides users with the ability to track and analyze their finances according to their preferred methods. With Fina, user...
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What is Fina?
Fina is the most flexible financial tracking system, often called 'Notion for Finance,' allowing users to build personalized dashboards for managing money, tracking spending, and achieving financial freedom. It connects to over 12,000 financial institutions via Plaid in the US and Canada, supporting bank, loan, and investment accounts with real-time data sync, while also offering manual entry for unlimited free use. Designed for individuals, professionals, entrepreneurs, financial coaches, and advisors, Fina replaces rigid apps and spreadsheets with modular pages, blocks, and custom metrics tailored to unique financial scenarios.
Key features include unlimited custom categories with emojis, personalized metric tracking beyond standard categories, flexible budgeting like zero-based or rollovers, and scenario planning for forecasts. Users can create doc-style pages with blocks for charts, tables, and insights, split transactions across profiles, add notes, change dates, and import/export data. Automations via rules ensure accurate categorization, Ask Fina AI provides instant queries with '/' command, and community templates enable one-click imports populated with live data.
Additional capabilities cover version control, currency conversion, saved filters, lifetime history, tax rollups, and multi-profile segmentation for households or businesses. Security is prioritized with no storage of credentials or personal financial data, using bank-grade Plaid integration. It's ideal for anyone seeking control over complex finances, from debt payoff to investment analysis, without predefined limitations.
Fina pricing
Pricing model: Freemium
Free forever for manual data imports with no live connections. Essential plan: $5/mo (billed yearly) includes 5 live financial connections, 1 profile, auto-categorization, metric tracking, templates, ad-hoc support. Premium plan: $9.6/mo (billed yearly, 20% off) includes unlimited institutions, multiple profiles, same features plus priority support. 35-day free trial for paid plans. Custom seat-based pricing for financial coaches, CFPs, advisors—contact [email protected].
Fina pros
- Unlimited custom categories with emojis
- Personalized metric tracking for unique needs
- Flexible zero-based and rollover budgeting
- Scenario planning for forecasts
- Multi-profile segmentation for households
- Doc-style customizable pages and blocks
- One-click community template imports
- Plaid integration with 12,000+ institutions
- Real-time transaction refresh
- Auto-categorization rules and automations
- Ask Fina AI for instant financial queries
- Split transactions across categories
- Manual accounts for free unlimited use
- Version control for data changes
- Currency conversion support
- Lifetime transaction history
- Saved filters for quick views
- Tax rollups for easy reporting
Fina cons
- Paid plans required for live connections
- Essential limits to 5 institutions
- US and Canada only currently
- No mobile app mentioned
- Learning curve for custom blocks
- Premium needed for multiple profiles
- Seat-based pricing for coaches extra
- No credential storage but relies on Plaid
- Templates may need customization
Frequently asked questions about Fina
Does Fina store my banking account credentials?
No, Fina never sees or stores your banking credentials. It uses third-party Plaid for secure bank-grade connections without handling sensitive login information.
How many bank accounts are supported, is mine?
Fina supports over 12,000 financial institutions in the US and Canada via Plaid for bank, loan, and investment accounts. Check Plaid compatibility for your specific bank.
Does Fina store any of my personal financial information?
Fina does not store personal financial information in a way that compromises privacy; transaction data is processed securely without retaining credentials, prioritizing user control and safety.
I'm worried about privacy or data breaches - is my data safe?
Yes, data is protected with bank-grade security through Plaid, no credential storage, and robust measures against breaches, giving users peace of mind in financial tracking.
Why are some other financial tracking tools on the market free?
Other free tools often limit features, show ads, or use rigid templates. Fina is free for manual entry and charges only for live connections to deliver flexible, high-value customization without compromises.
How can I contribute to the community?
Create and share your custom financial templates via Fina's template system, allowing others to import and use your methodologies populated with their live data.
Can I cancel anytime?
Yes, you can cancel your subscription anytime with no long-term commitments, and enjoy the 35-day free trial to test paid features risk-free.
What budgeting methods does Fina support?
Fina supports simple budgets, zero-based budgeting, rollovers, and custom goals for metrics beyond categories, adaptable to any lifestyle or life stage.
Is there a mobile app for Fina?
Fina is currently a web app accessible from any browser, with features optimized for desktop-like customization; no dedicated mobile app is mentioned.
How does Ask Fina AI work?
Type the '/' command on any page to ask natural language questions about your finances; it provides instant insights, with pre-built scenarios for beginners.