Fina - Features, Pricing & Deals

Fina prides itself on being the fastest and most flexible way to track your finances, designed to enhance your financial freedom. Used by over 10,000 worldwide, Fina provides custom financial management solutions that can handle personalized metrics, flexible budgeting, and scenario planning.

Users can create and share templates, add notes, and even import and export data. They support connections to over 12,000 financial institutions and offers multi-profile segmentation for enhanced personal finance management.

The uniqueness of Fina lies within its advanced features such as Rules & Automations to auto-categorize transactions, Doc-style Pages & Blocks for a customized dashboard, and Security + Privacy features to protect your information.

Features

  • Build Your Own Tracking System: Allows you to create your own custom financial management solution, providing you with clear and concise tracking methods for your finances. Enjoy financial clarity forever after setting your system once.
  • Live Data Connections: Connect your system to live data from over 12,000 financial institutions and integrations to ensure an accurate and updated financial tracking experience. You only pay for live connections, making Fina a flexible and economical choice.
  • Custom Categories and Metrics: Customize categories according to your needs for better organization and understanding. Keep track of personalized metrics and re-arrange them in a way that brings the most value to your situation.
  • Flexible Budgeting & Scenario Planning: Supports customization of budgets and forecasting methods to match your lifestyle. Whether zero-based, simple, rollovers, or more, create a budget that suits you best.
  • Financial Templates: Borrow financial methodologies through the community-shared templates and populate them with your live data in just a click. Share your own tracking systems and spread your knowledge.
  • Robust Financial Connections: Fina uses third-party data service providers, like Plaid, to connect you to your financial institutions with bank-grade security.
  • Rules & Automations: Set rules for auto-categorization of your transactions, speeding up your tracking process and ensuring accuracy in budgeting.
  • Ask Fina AI: Fina's AI guides you through your finances and helps analyze your transactions and budgets, providing helpful financial insights.

Pricing

  • Fina offers a 7-day free trial for all paid plans as well as a forever free option for users importing data manually.
  • Essential subscription at $5 per month billed annually offers 5 live financial connections, 1 profile, auto-categorization, ability to track any metric, financial templates and ad-hoc support.
  • For more extensive usage, the Premium Plan at $9.6 per month billed annually provides unlimited financial institution connectivity, multiple profiles, auto-categorization and tracking any metric; priority support is also included along with other financial management features.
  • Fina also caters to Financial Coaches, Certified Financial Planners and Advisors through seat-based pricing and superior functionality; interested individuals can contact Fina or book a call for more detailed information.
Last Updated
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August 20, 2024 11:05

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