Fina Money

What is Fina Money?

Fina Money is a financial management tool that allows users to create custom tracking systems for their finances. It offers features such as connecting to live data from financial institutions, setting categories and rules, sharing tracking systems, and ensuring security by not storing any financial account credentials. Fina Money also provides flexibility in budgeting, multi-profile segmentation, doc-style pages, and the ability to create and share templates. The tool uses Plaid to connect to financial institutions, supports various financial accounts, and offers rules and automations for transactions. Additionally, Fina Money offers a 7-day free trial for paid plans and remains free for users importing data manually.

Who created Fina Money?

The creator of Fina is not explicitly mentioned in the provided documents. However, Fina is described as an AI financial advisor that enables people to manage their money and get proactive insights. It offers features like flexible budgeting, personalized metrics tracking, and robust financial connections through Plaid. Fina also provides rules and automations for transaction categorization, as well as an AI assistant for financial queries. For further details about the founder of Fina, it may be necessary to explore additional sources beyond the uploaded documents.

What is Fina Money used for?

• Track Personalized Metrics
• Flexible Budgeting & Scenario Planning
• Multi-Profile Segmentation
• Doc-style Pages & Blocks
• Create & Share Templates
• Robust Financial Connections
• Rules & Automations
• Ask Fina AI
• Only Pay For Live Connections
• Fina for Financial coaches, CFP's, & advisors
• Essential and Premium Paid Plans
• Unlimited Custom Categories
• The Fastest, Most Flexible Way To Track

Who is Fina Money for?

• Financial coaches
• Certified Financial Planners (CFPs)
• Advisors
• CFP's
• Certified Financial Planners (CFP)
• CFP's (Certified Financial Planners)

How to use Fina Money?

To use Fina effectively, follow these steps:

1. Track Personalized Metrics: Customize metrics to suit your unique financial situation and rearrange them for clarity.

2. Flexible Budgeting & Scenario Planning: Create various budgeting scenarios tailored to your lifestyle, from simple budgets to customized metrics beyond categories.

3. Multi-Profile Segmentation: Group financial accounts into profiles for separate accounting but consolidated reporting, ideal for business or family tracking.

4. Doc-style Pages & Blocks: Create custom pages with financial tracking scenarios or blocks that matter most to you, allowing for unique insights.

5. Create & Share Templates: Import templates to customize tracking systems and share financial methodologies within the community.

6. Robust Financial Connections: Connect to financial institutions through Plaid, supporting various accounts in the US and Canada.

7. Rules & Automations: Set rules for auto-categorizing transactions to streamline tracking accuracy.

8. Ask Fina AI: Utilize the AI by typing '/' to ask financial questions or explore pre-built tracking scenarios.

9. Subscription Plans: Fina offers a free trial for paid plans with options for different tiers like Essential and Premium to suit your financial management needs.

By following these steps, you can effectively utilize Fina to manage and gain insights into your personal finances.