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Everything about finance categories setup.

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Setting Up Categories in Fina

· 5 min read
Shawn Cao
Founder @ Fina Money

Fina Category Flexibility

When you manage your finance, what is the most important thing to think about??

Categorization!!

Indeed, categorizing our finance inflows and outflows is the first step towards finance insights — it literally answers “where did my money go?”.

Having a flexible categorization system is a must for Fina to claim itself as the most flexible finance tracking system in the world, let’s dive into the details how flexible it can be through below table of content…

Table Content

  • Category Setup: Your Tracking Philosophy
  • Sharing and Importing Category Setups
  • Using Fina Snapshots: Save, Restore, and Switch with Ease
  • Maximum Freedom to Create and Edit Categories
  • Conclusion