for those who care about their financial future
for those who care about their financial future
Build Your Own Tracking System
Build Your Own Tracking System
Build Your Own Tracking System
Create custom financial management solutions.
Track personal and business finances
in one place without a spreadsheet.
Create custom financial management solutions.
Track personal and business finances
in one place without a spreadsheet.
Create custom financial management solutions.
Track personal and business finances
in one place without a spreadsheet.
no credit card required
no credit card required
no credit card required
Get Started For Free
As Seen On
HackerNews
Product Hunt
Reddit
Betalist
IndieHackers
Join 10,000+
As Seen On
HackerNews
Product Hunt
Reddit
Betalist
IndieHackers
Join 10,000+
As Seen On
HackerNews
Product Hunt
Reddit
Betalist
IndieHackers
Join 10,000+
From this
From this
From this
From this
To this
To this
To this
How it works
How it works
Enjoy Peace Of Mind
Enjoy Peace Of Mind
Enjoy Peace Of Mind
Build your own custom tracking system once,
enjoy financial clarity forever.
Build your own custom tracking system once,
enjoy financial clarity forever.
Build your own custom tracking system once,
enjoy financial clarity forever.
Check out our free templates
1
1
Add
Add
Connect live data from 12,000+ financial institutions & integrations or import your data manually.
Connect live data from 12,000+ financial institutions & integrations or import your data manually.
2
2
Build
Build
Set categories, rules, & clean transactions with ease. Build custom tracking scenarios with unique formulas.
Set categories, rules, & clean transactions with ease. Build custom tracking scenarios with unique formulas.
3
3
Share
Share
Publish your financial tracking system and help others manage their money how you do. Fina is like lego blocks for your finances.
Publish your financial tracking system and help others manage their money how you do. Fina is like lego blocks for your finances.
Security
Your Data
Our Architecture
Security + Privacy
We never see or store ANY financial account credentials.
We never sell your data.
Learn More
Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.
We maintain a read-only access and never access information without your permission.
The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.
We are also funded off of your subscriptions and support :).
Security
Your Data
Our Architecture
Security + Privacy
We never see or store ANY financial account credentials.
We never sell your data.
Learn More
Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.
We maintain a read-only access and never access information without your permission.
The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.
We are also funded off of your subscriptions and support :).
Security
Your Data
Our Architecture
Security + Privacy
We never see or store ANY financial account credentials.
We never sell your data.
Learn More
Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security.
We maintain a read-only access and never access information without your permission.
The combination of the Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS) help keep your personal information safe.
We are also funded off of your subscriptions and support :).
Fina uses cookies to analyze traffic & improve UX.
Fina uses cookies to analyze traffic & improve UX.
Features
Features
The Fastest, Most Flexible Way To Track
The Fastest, Most Flexible Way To Track
The Fastest, Most Flexible Way To Track
Think your financial scenario is unique? Fina can be tailored for all use-cases.
Think your financial scenario is unique? Fina can be tailored for all use-cases.
Think your financial scenario is unique? Fina can be tailored for all use-cases.
Unlimited Custom Categories
Unlimited Custom Categories
Unlimited Custom Categories
Create as many categories as you need! Don't worry, we have emojis to give them some flare.
Create as many categories as you need! Don't worry, we have emojis to give them some flare.
Create as many categories as you need! Don't worry, we have emojis to give them some flare.
Track Personalized Metrics
Track Personalized Metrics
Track Personalized Metrics
Personal finance is personal. Use Fina to track custom-built metrics that no other app could handle. Re-arrange your numbers in ways that give them the most meaning to your situation. The possibilities are endless.
Personal finance is personal. Use Fina to track custom-built metrics that no other app could handle. Re-arrange your numbers in ways that give them the most meaning to your situation. The possibilities are endless.
Flexible Budgeting & Scenario Planning
Flexible Budgeting & Scenario Planning
Flexible Budgeting & Scenario Planning
Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.
Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.
Create budgets or forecasts in ways that match your lifestyle. Fina supports all kinds of unique budgeting scenarios from simple budgets, to zero-based, rollovers, and more. You can even set budgets and goals for custom metrics beyond categories. Get any level of insight you need based on your current stage of life.
Multi-Profile Segmentation
Multi-Profile Segmentation
Multi-Profile Segmentation
Split Transactions
Split Transactions
Split Transactions
Split Transactions
Web App
Web App
Web App
Web App
Manual Accounts
Manual Accounts
Manual Accounts
Manual Accounts
Change Dates
Change Dates
Change Dates
Change Dates
Add Notes
Add Notes
Add Notes
Add Notes
Import / Export
Import / Export
Import / Export
Import / Export
Doc-style Pages & Blocks
Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.
Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.
Gone are the days of rigid dashboards that give you limited insights. Fina enables you to create fully custom pages and add any financial tracking scenario or 'block' to that page. Pages are the unique expression of viewing what's important to you.
Create & Share Templates
Create & Share Templates
Create & Share Templates
Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!
Click to see more templates
Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!
Click to see more templates
Fina lets the community share their financial methodologies through the power of templates. In one click you can import any template and see it populated with your live data. It's time to build your own tracking systems and spread your knowledge!
Click to see more templates
Robust Financial Connections
Robust Financial Connections
Robust Financial Connections
We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.
We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.
We use Plaid to connect to your financial institution. We support bank, loan, and investment accounts. We are currently live in the US and Canada.
Rules & Automations
Rules & Automations
Rules & Automations
Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!
Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!
Create and set rules so that your transactions are auto-categorized in the buckets you desire. Set it up one time and get accuracy forever. This will greatly speed up your tracking!
Ask Fina AI
Ask Fina AI
Ask Fina AI
Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.
Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.
Simply type the '/' command on a page in Fina and ask our AI questions about your finances. Unsure what to ask? We have tons of pre-built tracking scenarios for you to get started with, no experience is needed.
Version Control
Version Control
Version Control
Version Control
Currency Conversion
Currency Conversion
Currency Convert
Currency Conversion
Saved Filters
Saved Filters
Saved Filters
Saved Filters
Lifetime History
Lifetime History
Lifetime History
Lifetime History
Real-time Refresh
Real-time Refresh
Real-time Refresh
Real-time Refresh
Tax Rollups
Tax Rollups
Tax Rollups
Tax Rollups
Pricing
Pricing
Only Pay For Live Connections
Only Pay For Live Connections
Only Pay For Live Connections
Fina offers a 35-day free trial for all paid plans.
Fina is free forever for users importing data manually.
Fina offers a 35-day free trial for all paid plans.
Fina is free forever for users importing data manually.
Fina offers a 35-day free trial for all paid plans.
Fina is free forever for users importing data manually.
Monthly
Yearly
(20% off premium)
Essential
$5/mo
Billed Yearly
5 live financial connections
1 profile
Auto-categorization
Track any metric
Financial templates
Ad-hoc support
Premium
$9.6/mo
Billed YEarly
Unlimited financial institutions
Multiple profiles
Auto-categorization
Track any metric
Financial templates
Priority support
Fina for Financial coaches, CFP's, & advisors:
Interested in managing clients using Fina?
We offer seat-based pricing and advanced functionality for coaches & planners.
Reach out to support@fina.money or book a call for more info.
Book A Call
Monthly
Yearly
(20% off premium)
Essential
$5/mo
Billed Yearly
5 live financial connections
1 profile
Auto-categorization
Track any metric
Financial templates
Ad-hoc support
Premium
$9.6/mo
Billed YEarly
Unlimited financial institutions
Multiple profiles
Auto-categorization
Track any metric
Financial templates
Priority support
Fina for Financial coaches, CFP's, & advisors:
Interested in managing clients using Fina?
We offer seat-based pricing and advanced functionality for coaches & planners.
Reach out to support@fina.money or book a call for more info.
Book A Call
Monthly
Yearly
(20% off)
Essential
$5/mo
Billed Yearly
5 live financial connections
1 profile
Auto-categorization
Track any metric
Financial templates
Ad-hoc support
Premium
$9.6/mo
Billed YEarly
Unlimited financial institutions
Multiple profiles
Auto-categorization
Track any metric
Financial templates
Priority support
Fina for Financial coaches, CFP's, & advisors:
Interested in managing clients using Fina?
We offer seat-based pricing and advanced functionality for coaches & planners.
Reach out to support@fina.money or book a call for more info.
Book A Call
Monthly
Yearly
(20% off premium)
Essential
$5/mo
Billed Yearly
5 live financial institutions
1 profile
Auto-categorization
Track any metric
Financial templates
Ad-hoc support
Premium
$9.6/mo
Billed YEarly
Unlimited financial institutions
Multiple profiles
Auto-categorization
Track any metric
Financial templates
Priority support
Fina for Financial coaches, CFP's, & advisors:
Interested in managing clients using Fina?
We offer seat-based pricing and advanced functionality for coaches & planners.
Reach out to support@fina.money or book a call for more info.
Book A Call
Why Fina?
The Pursuit Of Financial Freedom
No matter where you are on your journey, Fina can help.
Tutorial Video
Vision Video
Manifesto
Why Fina?
The Pursuit Of Financial Freedom
No matter where you are on your journey, Fina can help.
Tutorial Video
Vision Video
Manifesto
Why Fina?
The Pursuit Of Financial Freedom
No matter where you are on your journey, Fina can help.
Tutorial Video
Vision Video
Manifesto
Why Fina?
The Pursuit Of Financial Freedom
No matter where you are on your journey, Fina can help.
Tutorial Video
Vision Video
Manifesto
Testimonials
What The People Say
What The People Say
What The People Say
Join a community of like-minded individuals.
Join a community of like-minded individuals.
Join a community of like-minded individuals.
Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.
-Cori Arnold
@iamcoriarnold
Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.
-Cori Arnold
@iamcoriarnold
Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.
-Cori Arnold
@iamcoriarnold
Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.
-Cori Arnold
@iamcoriarnold
It’s not about what you make, it’s about what you keep. I've been loving Fina so far.
-Dividend Hero
@HeroDividend
It’s not about what you make, it’s about what you keep. I've been loving Fina so far.
-Dividend Hero
@HeroDividend
It’s not about what you make, it’s about what you keep. I've been loving Fina so far.
-Dividend Hero
@HeroDividend
It’s not about what you make, it’s about what you keep. I've been loving Fina so far.
-Dividend Hero
@HeroDividend
An AI financial advisor. Fina enables people to manage their money & get proactive insights.
-Rowan Cheung
@rowancheung
An AI financial advisor. Fina enables people to manage their money & get proactive insights.
-Rowan Cheung
@rowancheung
An AI financial advisor. Fina enables people to manage their money & get proactive insights.
-Rowan Cheung
@rowancheung
An AI financial advisor. Fina enables people to manage their money & get proactive insights.
-Rowan Cheung
@rowancheung
I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.
-Nick Pendergraft
@NPendergraft
I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.
-Nick Pendergraft
@NPendergraft
I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.
-Tommy Guta
@tommyguta
I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.
-Tommy Guta
@tommyguta
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
-Matt King
@mattking20
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
-Matt King
@mattking20
I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.
-Tommy Guta
@tommyguta
I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.
-Tommy Guta
@tommyguta
I just started using Fina and it's amazing! I've been wanting to create a budget and this is the perfect tool for it.
-Tommy Guta
@tommyguta
I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.
-Nick Pendergraft
@NPendergraft
I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.
-Nick Pendergraft
@NPendergraft
I was a Mint user, fell off, and went back to spredsheets. I've been using Fina over a year now and I LOVE how intuitive it is.
-Nick Pendergraft
@NPendergraft
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
-Matt King
@mattking20
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
-Matt King
@mattking20
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
-Matt King
@mattking20
To see more reviews, head over to Trust Pilot or Product Hunt.
To see more reviews, head over to Trust Pilot or Product Hunt.
FAQ's
FAQ's
Got Questions?
Got Questions?
Got Questions?
We have answers.
We have answers.
We have answers.
Does Fina store my banking account credentials?
Does Fina store my banking account credentials?
Does Fina store my banking account credentials?
Does Fina store my banking account credentials?
How many bank accounts are supported, is mine?
How many bank accounts are supported, is mine?
How many bank accounts are supported, is mine?
How many bank accounts are supported, is mine?
Does Fina store any of my personal financial information?
Does Fina store any of my personal financial information?
Does Fina store any of my personal financial information?
Does Fina store any of my personal financial information?
I'm worried about privacy or data breaches - is my data safe?
I'm worried about privacy or data breaches - is my data safe?
I'm worried about privacy or data breaches - is my data safe?
I'm worried about privacy or data breaches - is my data safe?
Why are some other financial tracking tools on the market free?
Why are some other financial tracking tools on the market free?
Why are some other financial tracking tools on the market free?
Why are some other financial tracking tools on the market free?
How can I contribute to the community?
How can I contribute to the community?
How can I contribute to the community?
How can I contribute to the community?
Can I cancel anytime?
Can I cancel anytime?
Can I cancel anytime?
Can I cancel anytime?
