Workspace and profiles
Manage accounts, transactions, categories, rules, budgets, and reports within a workspace, with separate profiles available for different financial contexts.
Overview
Fina is a modular financial tracking system for individuals, professionals, entrepreneurs, freelancers, and small-business operators. It combines account and transaction management with customizable pages for budgets, reports, metrics, charts, and other financial views.
The product uses a workspace-and-profile model: a workspace contains financial data, while separate profiles can keep contexts such as personal and business finances distinct. Users can manage records in the Console and analyze them through Pages assembled from configurable blocks, formulas, and templates. Higher-tier workflows add bank connections, collaboration, invoicing, Stripe payments, bookkeeping, and business reporting.
Fina also offers a professional workflow for advisory teams. That offering supports team seats, role-based access, client logins, configurable client views, and white-label branding, allowing firms to present a branded finance app while managing client access from a shared workspace.
Features
Custom financial pages
Create Pages that function as living dashboards or documents, using tables, charts, text, metrics, and other configurable blocks.
Metrics, formulas, and charts
Build custom metrics and calculations with arithmetic, logical, and text formulas, then use charts to show trends, comparisons, and distributions.
Templates
Start with pre-defined budget and report pages or create custom templates for recurring financial views and workflows.
Plan-based tracking options
Premium lists unlimited bank connections, multiple currencies, multiple portfolios, and partner collaboration; the Free plan includes transactions in Google Sheets and one personal finance portfolio.
Business finance operations
The Business tier combines invoice creation, sending, tracking, reconciliation, Stripe payment collection, customer records, double-entry bookkeeping, and balance sheet and P&L reports.
Use cases
Personal financial tracking
Use profiles, accounts, categories, rules, budgets, and custom Pages to organize spending and inspect financial trends in a format tailored to your own priorities.
Freelancers and small businesses
Keep business and personal finances in one workspace while maintaining separate profiles. Business users can add invoices, customer records, Stripe collection, bookkeeping, and balance sheet or P&L reporting.
Custom analysis and reporting
Create reusable templates, custom metrics, formulas, and charts for recurring financial reviews, budget monitoring, or management reporting instead of rebuilding each view manually.
Advisory and client services
Set up seats, roles, client logins, simplified client views, and branded assets so an advisory team can provide clients with a focused finance application under its own identity.
Pros and Cons
Pros
- Flexible page builder supports tables, charts, metrics, formulas, and reusable templates.
- Multiple profiles can separate personal, business, or other financial datasets within one workspace.
- Business workflows extend beyond tracking to invoices, Stripe payments, double-entry bookkeeping, and financial statements.
- Professional tools support client logins, role-based access, configurable views, and white-label branding.
Cons
- The product’s modular design may require users to configure pages, metrics, and templates rather than relying only on fixed dashboards.
- Several capabilities are plan-dependent: bank connections and multiple portfolios are listed for Premium, while invoicing, bookkeeping, business reports, and white-label workflows are associated with higher-tier offerings.
FAQ
How does setup work in Fina?
Fina organizes data in a workspace. After signing up, a demo dataset is created automatically so new users can explore the interface. Its documentation describes a Console for managing accounts, transactions, categories, and rules, plus Pages for analysis and dashboards.
Can personal and business finances be kept separate?
Users can create multiple profiles within one workspace. Each profile has its own accounts, transactions, categories, and rules, while accounts can be moved between profiles.
How are financial views and reports created?
Fina Pages are built from blocks such as tables, charts, text, and metrics. Users can add, remove, and rearrange blocks, use formulas for calculations, and start from templates such as budgets and reports.
Does Fina support bank connections and multiple portfolios?
The pricing page lists bank connections, multiple currencies, multiple portfolios, and partner collaboration in the Premium plan. The Free plan lists transactions in Google Sheets and one personal finance portfolio; availability therefore depends on the selected plan.
Can teams or advisors use Fina with clients?
The Business tier lists automated invoice management, Stripe payments, customer account tracking, double-entry bookkeeping, and balance sheet and P&L reports. The Professional offering is designed for advisory teams that need seats, role-based access, client logins, configurable client views, and white-label branding.
Quick Facts
- Category
- Personal finance and business finance software
- Primary users
- Individuals, professionals, entrepreneurs, freelancers, and small businesses
- Core model
- Workspace with multiple profiles, Console management, and customizable Pages
- Free plan
- Includes one personal finance portfolio, manual entry, AI categorization, custom templates, and transactions in Google Sheets
- Paid options
- Premium and Business plans are listed, along with a Professional offering for advisory teams
- Source domain
- fina.money
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