详细内容
Features Templates Pricing FAQ About
Sign in
Modular Finance Tracker
100% customizable, 100% peace of mind.
Track personal and business all in one.
Try Fina FreeFind Templates
Trusted by 20,000+ Trackers
Sorry, your browser can not play this video. Try a different browser or device.
Set Up in 3 Steps
1. Connect Bank Accounts
- Securely connect all your bank accounts.- Bank-level security covers you.- No manual entry required.
2. Categorize Transactions
- Import or create custom categories.- AI categorizes your transactions.- Easily discover your spending habits.
3. Track All Finances
- Get visual insights via templates and AI.- Create budgets and gain finance clarity.- Unlock potential growth by analysis.
For freelancers and solopreneurs shaping their path to financial freedom.
Try Fina Free
Extensive Features
The Most Flexible TrackerThink your financial scenario is unique? Customize it!
Multiple Profiles
Manage different finances with different profiles.
Perfect for people having family and business.
Seamlessly move accounts between profiles as needed.
Each profile has its own categories, rules and metrics.
Combined view for all profiles to see the big picture.
Custom Categories
Create as many categories as you need.
Import category setup from category templates.
Share your category setup with others for coaching.
Manage versions and testing through snapshots.
Easily organized - click to edit, drag to sort.
Personalized Metrics
Access all built-in system metrics for free.
Create custom metrics that matters to you.
Save and reference your saved metrics.
Build complex metrics with formulas — like a spreadsheet.
Budgeting & Planning
Create multiple budgets and financial plans with ease.
All budgets in one — no need to stick to just one budget.
Track budgets across different time periods, you define it.
Insightful Pages
Create and share financial documents securely.
Easily layout insightful blocks on each page.
Drop metrics to a block to visualize instantly.
Write freely — just like another note.
Publish templates to help others.
Data and Rules
Reliable data connections with broad coverage via Plaid and MoneyKit.
Custom rules to automate categorization and tagging.
AI-powered classification automate your workflow.
Fina AI answers your finance questions instantly.
Live sync with Google Sheets for seamless data import.
Export your data in tax-friendly format.
Currency & Investment
Real-time currency value at your choice.
Track crypto assets for real-time values.
Full support for investment accounts and holdings tracking.
For Couples & Partners
Share your workspace with separate logins.
Share insightful documents with your partners.
Share prepared reports with your clients.
Calling all advisors, coaches, writers, and influencers — launch your brand with Fina today.
Launch Your Brand
Testimonials
What The People SayJoin a community of like-minded people
Tracking my money helped me go from $260,000 debt to millionaire in 10 years. Fina is my new favorite financial tool.
- Cori Arnold@iamcoriarnold
It is not about what you make, it is about what you keep. I have been loving Fina so far.
- Dividend Hero@HeroDividend
An AI financial advisor. Fina enables people to manage their money & get proactive insights.
- Rowan Cheung@rowancheung
I just started using Fina and it is amazing! I have been wanting to create a budget and this is the perfect tool for it.
- Tommy Guta@tommyguta
I was a Mint user, fell off, and went back to spredsheets. I have been using Fina over a year now and I LOVE how intuitive it is.
- Nick Pendergraft@NPendergraft
I went from never tracking my finances to checking Fina all the time. I feel so much more in control of my money now.
- Matt King@mattking20
I can confidently say I’ve tested over 100 financial management tools... ... Then I discovered Fina. And I can say, with confidence, that it’s the best financial management tool I’ve ever used — by far. What I love most about Fina is the combination of simplicity and versatility — bringing together the ease of spreadsheets with the power and flexibility of dashboards that are accessible to anyone. ... Today, I have an incredibly detailed view of my spending and a clear understanding of where my money goes...
- Davide Tonietto@dev.tonietto
I was looking for a Mint replacement... I initially signed up for a Monarch Money trial. Once I discovered that they didn’t convert CAD values to USD equivalent, I canceled my subscription immediately. How is one supposed to do any sort of budgeting or tracking when some accounts are 30% off? Seems so basic. Anyway, I tried Fina and you got my business because you have this. Then I discovered how modular it is (I use and love Notion) and was hooked. Admittedly, my first instinct was to feel a bit intimidated that I wouldn’t have the time/energy for the learning curve but it was quite simple to grasp.
- Amina Moreau@aminamoreau
See more reviews on Product Hunt or Trust Pilot.
Pricing
Simple & Transparent
Free
$0/mo
no billing
$0/mo
No institution connection
Manual accounts
Auto sync with Google sheets
Auto categorization
Unlimited templates
AI assistant
Live crypto asset value
All product features
Essential
$5.5/mo
billed yearly
$7/mo billed monthly
5 institution connections
1 profile
Auto sync with Google sheets
Auto categorization
Unlimited templates
Real-time currency conversion
Account sharing collaboration
AI assistant
Priority support
Free trial available
Premium
$8.25/mo
billed yearly
$12/mo billed monthly
Unlimited institution connections
Multiple profiles
All features in Essential
Out of North America? Use Fina Money with Google Sheets for free. Read the guide.
Comparison Chart
Unique and Hard to DenyOf all the finance tracking apps, only Fina brings together spreadsheet power and effortless insights.
Feature
Fina
Monarch
Copilot
Tiller
YNAB
Multi-Profile
Manual-Account
Auto-Categorization
Automation Rules
Custom Reporting
Account Sharing
Manage Merchants
Self Analysis
Template Gallery
Flexible Budgeting
Categories Import
"For financial tracking, there’s no competition—it’s simply the best."- Mr. Wisdom
Ready for finance clarity with Fina?Try Fina Free
Fina Money
Transform Your Financial Future
Company About Us Terms Privacy Security
Resources Categories Templates Documentation Blog FAQ API Glossary Changelog
Partnership Affiliates Leaderboard White Label
Support [Email Us](mailto: support@fina.money?subject=hello) Reddit Youtube Twitter Trustpilot
© 2025 Fina Labs, Inc. All rights reserved.
Chatwoot
We are away at the moment
We will be back as soon as possible
Start Conversation
Powered by Chatwoot