Fina

Create Your Ultimate Personalized Finance Tracker!

500 followers

Accounting software•Budgeting apps•Financial planning

Fina is a flexible financial management platform that enables people to manage their money & get proactive insights through AI. Create your own financial tracking systems and share educational templates. Our simple interface allows you to connect all your live accounts, categorize transactions, and track custom financial scenarios by adding blocks to a page or asking questions. Say goodbye to manual spreadsheets and cookie-cutter apps 🧙

5.0

Based on 33 reviews

Review Fina?

Fina is praised for its intuitive interface and customization options, allowing users to manage finances with ease. Users appreciate its AI-driven insights and the ability to create personalized financial tracking systems, which many find superior to traditional spreadsheets. The platform's flexibility in categorizing transactions and tracking spending habits is highlighted as a major benefit. While some users note issues with data integration via Plaid, the overall sentiment is positive, with many expressing excitement for future updates and features.

+30

Summarized with AI

Pros

customizable dashboard (5)

financial insights (5)

AI technology (3)

natural language interaction (2)

simple interface (2)

transaction categorization (2)

Pros

Cons

Reviews

Helpful

Trey Perdue

•1 review

Overall great product. Some bug issues that are to be expected prior to launch, but I’m looking forward to using the system for a long time. Customizable dashboard and the ability to categorize transactions based on merchant name is very helpful. As I use my credit card like a debit card, and pay it off each month, it’s nice to not have duplicative records of spending like you have in other apps.

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2yr ago

Shawn Cao

Columns

Thank you for your support, Trey. Let's continue fixing those issues and deliver better and better user experience, never stop improving it!

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2yr ago

Jeff Eddy

•1 review

It really is like Notion for Financials, and they keep making it better all the time. Most of the problems I have with it are caused by Plaid (which is terrible), but I am looking forward to them expanding the ways we can get data into the system.

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1yr ago