Fina

As someone who hasn't used a digital tool to track money due to the lack of customization and personalization, I've loved Fina as a personal assistant almost. The fact that you can ask simple questions and get an answer without having to comb through bunch of data is a huge time saver and anxiety reducer. Would like to have a feature to access to a joint/shared finances like when certain transactions are shared or do you want to share a particular data. Ex: Wife asks you how much you spent on groceries this month but you don't want her to see about the bar tabs with the homies. Looking forward to what's possible! Cheers!!

Really impressed with how simple the UI was. The layout is intuitive unlike many of the other apps I've tried. I just figured out I’ve spend $389 eating out the last month... I might need to cut back. I knew it was higher than normal, but it's nice to see the actual damage. I'm curious - when I'm creating rules for my transactions, can I do a rule based on an amount? Like if it's over $xxx categorize it as "xyz". Love what you guys are building and excited to see the roadmap

Overall great product. Some bug issues that are to be expected prior to launch, but I’m looking forward to using the system for a long time. Customizable dashboard and the ability to categorize transactions based on merchant name is very helpful. As I use my credit card like a debit card, and pay it off each month, it’s nice to not have duplicative records of spending like you have in other apps.

I've always struggled with keeping track of my finances. I do great in business, but I struggle to grow (and even keep) the money I work so hard to make. Fina is the first tool I've ever used that solved this issue for me. From the crystal clear visualization of exactly where I'm at, to the personalized recommendations, I now have the confidence I need to build wealth. Thanks to Clay and the team for building such a valuable product.

Fina has been the most helpful at helping me see data that is easy to answer compared to any of the budgeting and financial tools out there! I know what my weak spots are - talking to you {insert indian restaurant name}, I am able to see how much more i spent on it, versus throwing it in a budget and hoping I review it. The interactive nature of Fina with my data makes it so much easier!

I found this on twitter from Cori Arnold tweet. I instantly was hooked and quickly signed up while sitting in the Dallas - Love airport. It has not disappointed. I'm excited for what all the possibilities for my family finances. It truly is amazing. The thing I most excited about is to start using this for my businesses as it will help make things so much easier to track.

As someone who has spent timeless hours tracking my finances in Excel, Fina has been amazing so far. I spent a few hours building out a template, and it's now as simple as hitting refresh. I love it! To think this is only the beginning... I can't wait to see what's in store for Fina. Congrats Shawn and Clay!

This is such an amazing app for your finances!! I am a stickler for tracking my finances but have been doing it in Google Sheets and it has been stressful tracking everything and keep my goals aligned. With Fina that just became 2-3x easier. Absolutely loving this app so far and can't wait for further versions to be released. Great job Fina team!!

Congrats! Have been anxiously waiting for the official launch, As a small business owner whose finances mingle very closely with my personal finances, having a place to keep everything organized has been a game changer. Tried many personal finance tools in the past and the Fina team is on top of removing all the bottlenecks.

It really is like Notion for Financials, and they keep making it better all the time. Most of the problems I have with it are caused by Plaid (which is terrible), but I am looking forward to them expanding the ways we can get data into the system.