Fina Money

What is Fina Money?

Fina Money is a financial management tool that lets you build custom systems for tracking your money. It connects to your financial accounts for live data via Plaid, supports custom categories and transaction rules, and lets you share your tracking systems with others. It never stores your financial account login details.

Fina offers flexibility across budgeting, managing separate profiles (such as business and personal finances), creating doc-style pages, and sharing templates. You can set up rules and automations to streamline transaction tracking. Fina Money offers a 7-day free trial for its paid plans, and it’s free if you import your data manually.

Who created Fina Money?

The specific creator of Fina isn’t documented here. Fina is presented as an AI financial advisor designed to help people manage their money and get proactive advice, with flexible budgeting, personalized metric tracking, connections to financial institutions via Plaid, automatic transaction categorization, and an AI assistant that answers financial questions.

What is Fina Money used for?

• Track Personalized Metrics: Set up and track the financial details that matter most to you.
• Flexible Budgeting & Scenario Planning: Create budgets that fit your life, including custom scenarios beyond basic categories.
• Multi-Profile Segmentation: Organize finances into separate profiles, useful for managing business and personal accounts together.
• Doc-style Pages & Blocks: Build custom pages with financial tracking setups or key information.
• Create & Share Templates: Import and customize tracking systems, or share your strategies with the Fina community.
• Financial Connections: Link to financial institutions through Plaid.
• Rules & Automations: Automatically categorize transactions to save time and improve accuracy.
• Ask Fina AI: Get answers to financial questions or explore pre-made tracking setups by typing ’/’ to engage the AI.
• Only Pay For Live Connections: You only pay for features that require live data connections.
• For Professionals: Built with financial coaches, CFPs, and advisors in mind.
• Essential and Premium Paid Plans: Choose the plan that suits your needs.
• Unlimited Custom Categories: Create as many categories as you need.

Who is Fina Money for?

Fina Money is well-suited for financial coaches, Certified Financial Planners (CFPs), and advisors, as well as individuals who want customizable personal finance tracking.

Pricing

Fina Money offers a 7-day free trial for its paid plans (Essential and Premium). It’s completely free if you prefer to import your data manually, and you only pay for features that require live data connections.