How To Share Templates
Tutorial Guide: How to share templates in Fina
Fina is revolutionizing the way individuals track and manage their finances by allowing complete customization of financial dashboards through templates. This guide will walk you through the process of building your own templates and sharing them with others, enabling you to contribute to a community that values financial transparency and education.
Why Fina is Unique
Fina stands out in the financial tracking space due to its emphasis on:
Custom Blocks and Pages: Create personalized financial tracking elements tailored to your needs.
Live Data Integration: Connect your financial accounts using Plaid and MoneyKit for real-time data.
Community Sharing: Share your financial tracking methods with others through templates.
Fina's approach empowers users to not only take control of their finances but also to help others by sharing effective financial tracking strategies.
Exploring Templates in Fina
Accessing Pre-Built Templates
Fina offers a variety of pre-built templates that you can explore and use as a starting point for your own financial tracking. To access these:
Visit the Fina Website: Navigate to fina.money/templates.
Browse Templates: Explore different templates designed by financial experts and community members.
Import Templates: Select a template you like and import it into your Fina account.
Examples of Templates
Cori Arnold's Money Management Template:
Features custom blocks for tracking total expenses, rent, bills, food breakdowns, net worth, emergency fund, and budgeting.
Ideal for users seeking a comprehensive overview of their finances.
Garen's Subscription Tracking Template:
Focused on monitoring subscription expenses.
Helps in identifying and managing recurring costs.
Erin's Financial Goals and Budgeting Template:
Emphasizes financial goals, budgeting, annual and monthly reviews.
Includes blocks for yearly income, expenses, savings, needs vs. wants, and category breakdowns.
These templates showcase the flexibility and depth of Fina's customization capabilities.
Creating Your Own Template
Building Custom Blocks
To create a custom block:
Navigate to Pages: Go to the Pages section in Fina.
Add a New Block: Click on Add Block and choose from various block types (e.g., total expenses, total income).
Customize Metrics: Define the data you want to display by setting up metrics, filters, and visualizations.
Arrange Blocks: Drag and drop blocks to organize your dashboard layout.
Customizing Pages
Create a New Page: Start from scratch or duplicate an existing page.
Add Text and Headers: Use text blocks to add descriptions or section headers.
Personalize the Layout: Adjust block sizes and positions to suit your preferences.
Integrate Live Data: Ensure your blocks are connected to your live financial data for real-time tracking.
Sharing Templates
Making Your Template Public
To share your custom template with others:
Open the Page: Navigate to the page you wish to share.
Click on Share: Located in the top-right corner.
Adjust Access Settings:
Under General Access, change the setting from Restricted to Public.
Set Privacy Options: Choose how much information you want to share.
Privacy Options: Faking Numbers and Hiding Amounts
Fina provides options to protect your financial privacy when sharing templates:
Fake Numbers:
Replaces your actual financial data with fictional numbers.
Allows others to see the structure of your template without revealing personal details.
Hide Amounts:
Completely hides all numerical values.
Ideal if you want to showcase the layout and categories without any data.
Sharing the Template Link
After adjusting your settings:
Copy the Link: Click on Copy Link in the sharing settings.
Save Changes: Ensure you click Save to apply your settings.
Distribute the Link: Share the link via email, social media, or your website.
Importing Templates
Adopting Shared Templates
When you receive a template link:
Open the Link: Click on the shared template URL.
Preview the Template: Review the blocks and layout.
Import into Your Account: Click on Import Template.
Customize:
The template will now reflect your own financial data.
You can modify blocks and settings as needed.
Sharing Category Schemas
If the template creator uses a different category schema:
Option to Adopt: You can choose to adopt their category schema to match the template's structure.
How to Share Categories:
Template creators can share their category lists.
Recipients can import these categories into their profiles.
Fina's Affiliate and Partnership Program
Fina offers an affiliate program that rewards you for sharing templates:
Automatic Affiliate Link:
Every template you share includes your unique affiliate code.
Earning Revenue:
Earn recurring revenue when others sign up and use Fina through your shared templates.
Accessing Your Affiliate Link:
Go to your profile settings to find your partner link.
This program incentivizes sharing and helps you benefit financially from promoting financial literacy.
Conclusion
Building and sharing templates in Fina not only enhances your own financial tracking but also contributes to a community focused on improving financial literacy. By creating custom dashboards and sharing them, you empower others to take control of their finances using proven methods.
Key Takeaways:
Customization: Leverage Fina's tools to create tailored financial dashboards.
Community Sharing: Share your templates to help others manage their finances effectively.
Privacy Control: Use privacy settings to protect your financial information when sharing.
Affiliate Benefits: Participate in Fina's affiliate program to earn rewards.
Start building your own templates today and join the movement toward better financial management with Fina.
For more tutorials and to explore Fina's features, visit fina.money.