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Fina

Fina

Create Your Ultimate Personalized Finance Tracker!

5.0
•33 reviews•

497 followers

Create Your Ultimate Personalized Finance Tracker!

5.0
•33 reviews•

497 followers

Visit website
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 🧙
  • Overview
  • Launches3
  • Reviews33
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Company Info
fina.moneyGitHub
Fina Info
Launched in 2023View 3 launches
Forum
p/fina
Awards
Fina was ranked #3 of the day for May 26th, 2023
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Fina reviews

The community submitted 33 reviews to tell us what they like about Fina, what Fina can do better, and more.

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.

Mabel OzaShi BaiRicky Zhao
+30
Summarized with AI
Pros
Cons
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Pros
customizable dashboard (5)
financial insights (5)
AI technology (3)
natural language interaction (2)
simple interface (2)
transaction categorization (2)
Founder Reviews
Review Fina?Be the first to leave a founder review for Fina
Other Reviews (33)
Trey Perdue
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.
Report
2yr ago
Shawn Cao
Shawn Cao
Columns

Columns

Thank you for your support, Trey. Let's continue fixing those issues and deliver better and better user experience, never stop improving it!
Report
2yr ago
Jeff Eddy
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.
Report
1yr ago
Clay Raterman
Clay Raterman
Columns

Columns

Thank you so much Jeff!! We hope to expand aggregators here soon :)
Report
1yr ago
Ricky Zhao
Ricky Zhao
•1 review
Great product that will revolutionize how we see financial management. As someone who joined a month ago, it’s been really useful!
Report
1yr ago
Clay Raterman
Clay Raterman
Columns

Columns

Thank you Ricky!! We appreciate all your support:D - can't wait to keep building
Report
1yr ago
Ragan Hart
Ragan Hart
•1 review
Most intuitive platform to track and finally better manage my finances.
Report
1yr ago
Xiao Hu
Xiao Hu
Like you call it "platform", as a platform, we connect people and encourage communication about their finances.
Report
1yr ago
Clay Raterman
Clay Raterman
Columns

Columns

Thank you Ragan!! You're the best:) - Appreciate you always keeping up with what we're working on
Report
1yr ago
Xiao Hu
Xiao Hu
•1 review
The only financial app allowing me to build report like in spreadsheet but much more intuitive.
Report
1yr ago
Max Yamp
Max Yamp
Airdrop Tracker

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Absolutely beyond a doubt this app is what the future is made of. Congrats on the launch, and on building such a fantastic tool! I'm looking forward to testing it out myself for daily personal use.
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2yr ago
Grant Copeland
Grant Copeland
•1 review
Great tool! Love the customization!
Report
2yr ago
Shawn Cao
Shawn Cao
Columns

Columns

Super! Thanks, Grant!
Report
2yr ago
Clay Raterman
Clay Raterman
Columns

Columns

Appreciate the love, Grant!! Customization is at the core of what we do. Bringing back the flexibility to your finances!
Report
2yr ago
Gus Penning
Gus Penning
•1 review
Great tool and Fina keeps building features to meet the communities needs! Crazy how much money I spent on food the past year. With Fina I will keep this in check for 2023.
Report
2yr ago
Clay Raterman
Clay Raterman
Columns

Columns

That's because we got the best community in the world!! Thank you for being a part of it. Hahaha I too have food as my biggest expense...it's hard when you're in Austin, Texas not to! Looking forward to hearing your progress over the next year and how else you find value in the tracking :)
Report
2yr ago
Kevin Souls
Kevin Souls
•1 review
As someone who has spent timeless hours tracking my finances in Excel, Fina has been amazing so far. I spent a few hours building out a template, and it's now as simple as hitting refresh. I love it! To think this is only the beginning... I can't wait to see what's in store for Fina. Congrats Shawn and Clay!
Report
2yr ago
Shawn Cao
Shawn Cao
Columns

Columns

Thanks for riding on the journey with us, Kevin. Technically, Fina is just 0.5 years old including the pregnancy time, haha, there is a long way ahead of us, let's be friends!
Report
2yr ago
Clay Raterman
Clay Raterman
Columns

Columns

Kevin! I know I've mentioned this before but your early user feedback and support within the community has been incredible. Thanks for always bringing friends along the journey and helping us improve the platform!
Report
2yr ago
Robby MacAskill
Robby MacAskill
•1 review
I've used FINA since it was an MVP earlier this year. It's the best budgeting tool I've used to replace my normal spreadsheet. Love the use of AI to help speed up the process of keeping a well-organized budget.
Report
2yr ago
Clay Raterman
Clay Raterman
Columns

Columns

The product would not be what it is today (or where it's heading) without you, Robbie!! Your early feedback and testing have been incredibly helpful in guiding our direction for where this can go. Can't wait to show off some more behind-the-scenes action with you soon.
Report
2yr ago
Shawn Cao
Shawn Cao
Columns

Columns

Thank you, Robbie!
Report
2yr ago