Review of Fina by Trey Perdue | Product Hunt

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Fina

Create Your Ultimate Personalized Finance Tracker!

5.0•33 reviews•

498 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 🧙

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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.

2yr ago

Columns

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

2yr ago

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.

1yr ago

Columns

Thank you so much Jeff!! We hope to expand aggregators here soon :)

1yr ago

Great product that will revolutionize how we see financial management. As someone who joined a month ago, it’s been really useful!

1yr ago

Columns

Thank you Ricky!! We appreciate all your support:D - can't wait to keep building

1yr ago

Most intuitive platform to track and finally better manage my finances.

1yr ago

Like you call it "platform", as a platform, we connect people and encourage communication about their finances.

1yr ago

Columns

Thank you Ragan!! You're the best:) - Appreciate you always keeping up with what we're working on

1yr ago

The only financial app allowing me to build report like in spreadsheet but much more intuitive.

1yr ago

Airdrop Tracker

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.

2yr ago

Great tool! Love the customization!

2yr ago

Columns

Super! Thanks, Grant!

2yr ago

Columns

Appreciate the love, Grant!! Customization is at the core of what we do. Bringing back the flexibility to your finances!

2yr ago

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.

2yr ago

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 :)

2yr ago

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!

2yr ago

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!

2yr ago

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!

2yr ago

Robby MacAskill

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.

2yr ago

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.

2yr ago

Columns

Thank you, Robbie!

2yr ago