Tracking Manual Asset Accounts

How do I add investments tracking, such as stocks?

Currently, you can track balances of your investment accounts live inside of Fina. At the moment we don’t support pulling transactions from investment accounts or showing individual holdings. Alternatively, you can add a manual account to track individual investments or stocks; however, this will need to be maintained and updated by you. We plan on expanding support for this as we grow and you can upvote this in our roadmap!

How do I add & track my Crypto holdings?

Click the “+ Add Account” button on the accounts tab. Check if a live connector is available via one of our service providers (Ex. Plaid). If there is no live connector available, simply click other assets and add a manual account that tracks the balance of your current crypto holding. In this case, the balance will need to be updated manually for accuracy. We plan on expanding support for this as we grow and you can upvote this in our roadmap!

Can I track Gold, Real Estate, and other assets inside of Fina?

We do not currently support live connections to gold or real estate. Alternatively, you can add a manual account to track any unique assets we don’t have live connections for; however, this will need to be maintained and updated by you. We plan on expanding support for this as we grow and you can upvote this in our roadmap!