Category Page Updates

Category Page Updates

Category Page Updates

Oct 12, 2023

Oct 12, 2023

Oct 12, 2023

  • Rename a Category
    Before the support - all transactions may become uncategorized if you rename a category from X to Y. Now, renaming should smoothly attach all transactions to the new category name when you rename. Tell us how it works for you through Feedback.

  • Audit Rules
    After some time, you may have created a bunch of rules to categorize your transaction data, and some of them may become obsolete, we introduced a new Audit button on the Rules page, it will highlight the rules that are not working anymore, you may want to clean them up.


  • 💥 Predict Budget
    Now, Fina provides a one-click button to predict your budget value for each category: when you hover over a category item, a shortcut will show up by the side of the budget input, click it and Fina will predicate your budget based on the past few months expense, try it out and let us know how it works for you!

  • (Better) Drag & Drop
    At Fina, we always take step by step to improve the experience. Now we offer a better indicator of drag handle

  • Sort by Name
    Expense by Category the block is so far the most popular one in Fina - please open the block settings menu to check all the options we have added:

  • Along with Budget: display budget side by side with expense

    • Group only: instead of displaying individual categories, it rolls up everything into group level only, categories in root will be aggregated to (ungrouped).

    • View as Card: tired of list view? Try card view!

    • Sort by Name: by default, categories are sorted by their expense amount value, this option will sort it by name in alphabetical order instead.


  • Drag & Drop category
    What makes it difficult to re-organize your category list? I heard people say they have to delete and re-create if they want to move the category around.
    Now, you can just drag and drop!

  • Ungroup
    Now, you can also click the "ungroup" icon on a group to ungroup it, all categories and the group itself will become plain categories now just under the ROOT.

  • Simple Calculator
    We are revamping the simple calculator to get ready for complicated computation with variables, before that, we will keep polishing the calculator to make it work better. Check it out and let us know how it feels... Stay tuned for more!