Fina Money
4.78
0
Fina Money manages finances with live institution data, customizable tracking, sharing options, and secure, free manual data import.
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:
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Track Personalized Metrics: Customize metrics to suit your unique financial situation and rearrange them for clarity.
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Flexible Budgeting & Scenario Planning: Create various budgeting scenarios tailored to your lifestyle, from simple budgets to customized metrics beyond categories.
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Multi-Profile Segmentation: Group financial accounts into profiles for separate accounting but consolidated reporting, ideal for business or family tracking.
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Doc-style Pages & Blocks: Create custom pages with financial tracking scenarios or blocks that matter most to you, allowing for unique insights.
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Create & Share Templates: Import templates to customize tracking systems and share financial methodologies within the community.
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Robust Financial Connections: Connect to financial institutions through Plaid, supporting various accounts in the US and Canada.
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Rules & Automations: Set rules for auto-categorizing transactions to streamline tracking accuracy.
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Ask Fina AI: Utilize the AI by typing '/' to ask financial questions or explore pre-built tracking scenarios.
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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.
Pros
- Financial coaching support
- Boosts financial insights
- Helps in financial tracking scenarios
- Tailored for all use-cases
- Premium Plan: $9.6/mo Billed Yearly with unlimited financial institutions
- Essential Plan: $5/mo Billed Yearly with 5 live financial connections
- Security measures
- Fast and Flexible Tracking
- Unlimited Custom Categories
- Pursuit Of Financial Freedom
Cons
- No cons available in the provided document
- Missing features compared to other AI tools in the industry
- Limited to 5 live financial connections for Essential plan
- Premium plan priced at $9.6/month may not be justified for the value provided
Fina Money Pricing and plans
Paid plans start at $5/month and include:
- 5 live financial connections
Fina Money FAQs
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Does Fina store my banking account credentials?
- Fina uses Plaid to connect to your financial institution and does not store any financial account credentials.
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How many bank accounts are supported, is mine?
- Fina supports bank, loan, and investment accounts and is currently live in the US and Canada.
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Does Fina store any of my personal financial information?
- Fina does not store any personal financial information.
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I'm worried about privacy or data breaches - is my data safe?
- Fina maintains read-only access, uses third-party data service providers with bank-grade security, and ensures personal information is kept safe with encryption and access control measures.
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Why are some other financial tracking tools on the market free?
- Fina offers a free plan for users importing data manually and provides paid plans for live connections.
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How can I contribute to the community?
- You can contribute to the Fina community by sharing financial methodologies through templates and helping others manage their money.
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What kind of financial connections does Fina support?
- Fina supports robust financial connections including bank, loan, and investment accounts, currently available in the US and Canada.
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What is the pricing structure for Fina?
- Fina offers Essential and Premium plans with different features and pricing options.
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What features does Fina offer for financial coaches and advisors?
- Fina provides seat-based pricing and advanced functionality for financial coaches, Certified Financial Planners (CFP's), and advisors.
Get started with Fina Money
Fina Money reviews
Rafael Gonzalez
January 30, 2025
What do you like most about using Fina Money?
The combination of live data and manual imports is unique. I can easily manage all my accounts without any hassle.
What do you dislike most about using Fina Money?
Sometimes the user interface can feel cluttered, but it's manageable.
What problems does Fina Money help you solve, and how does this benefit you?
It has helped me keep my spending in check and plan better for future expenses, which has reduced my financial stress.
How would you rate Fina Money?
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Amira Khalid
February 20, 2025
What do you like most about using Fina Money?
The document-style pages are a unique feature that helps me to keep track of my financial documents in one place.
What do you dislike most about using Fina Money?
Some features take a bit of time to fully understand, but once learned, they are incredibly useful.
What problems does Fina Money help you solve, and how does this benefit you?
Fina Money has made it easier for me to manage my finances and plan for future expenses effectively.
How would you rate Fina Money?
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Elias Mansoor
January 18, 2025
What do you like most about using Fina Money?
The multi-profile support allows me to manage both personal and family finances seamlessly.
What do you dislike most about using Fina Money?
I would appreciate a few more features related to investment tracking, but it’s still a very solid tool.
What problems does Fina Money help you solve, and how does this benefit you?
It helps me keep my finances organized and provides clarity on where my money is going every month.
How would you rate Fina Money?
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Report review
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