Fina

Fina is a customizable financial tracker that's designed to help you take control of your money. It's got a lot of features to help you manage your personal finances in a way that works for you.

Fina has a lot of tools to customize your money management. Among them: unlimited custom categories, personalized metrics tracking, flexible budgeting, scenario planning and multi-profile segmentation. You can create fully customizable pages and add different financial tracking scenarios to those pages. And it's got powerful financial connections to banks, loans and investments through Plaid, with bank-grade security.

For automating financial tasks, Fina has rules and automations that let you set up transaction categorization. And Fina has an AI interface that lets you ask financial questions directly in the app.

Security is a top priority for Fina. The company doesn't see or store financial account credentials, and it doesn't sell user data. It protects data with Advanced Encryption Standard (AES-256) and Transport Layer Security (TLS). Fina is available in the US and Canada.

There are two Fina pricing tiers:

• Essential: $5 per month (billed annually) includes 5 live financial connections, 1 profile, auto-categorization and the ability to track any metric.
• Premium: $9.6 per month (billed annually) includes unlimited financial institutions, multiple profiles, auto-categorization and priority support.

Both plans come with a 7-day free trial. If you import manual data, you can use Fina for free. The app is designed to handle a broad range of financial situations, so it should be useful to a broad range of people.

Published on June 14, 2024