3 posts tagged with "Profile"

Multi-Profile Feature​

Multi-profile is a unique and exclusive feature of Fina. Till today, you won't find the similar power in other apps.

It allows you to setup complete different tracking system to manage different financial situations or projects easily.

For example, you can setup a profile for your personal finance, another one for your family finance, and a third one for your business finance. Each profile has its own independent tracking system, including categories and rules.

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

Fina is a powerful financial tracking tool that allows you to link and manage your financial accounts seamlessly. One of its standout features is the ability to create and manage multiple profiles, providing a structured way to organize different sets of financial data separately.

This post will walk you through everything you need to know about using multiple profiles in Fina.

Understanding Profiles in Fina​

In Fina, a profile is essentially a container that includes:

1. Accounts: Your linked financial accounts (bank accounts, credit cards, etc.).
2. Transactions: All transactions associated with the linked accounts.
3. Categories: Customizable categories for organizing transactions.
4. Rules: Automation rules for categorizing transactions.

Each profile operates independently, allowing you to have separate settings and data for different aspects of your finances.