Hello (PH) World! We’re extremely excited to launch Fina to what we view as the best community of builders on the planet :D Vision Video: https://youtu.be/aFviSOS-BgY Demo Video: AMA: https://partiful.com/e/f7xtTjYrm...? (we’re hosting an ‘Ask Me Anything’ / live community call at 12pm CST) 🧨 Problem: We recognize people’s financial lives vary VASTLY. What I care about is different than what you care about (we have different circumstances, duh!). We were sick of not being able to properly track, let alone understand our finances. Plus, as a huge personal finance nerd, I had yet to find a solution that worked for me outside of tedious spreadsheets and manual “back-of-the-napkin” Sunday check-ins. 🛠️ Features: The most unique part about Fina is that you can create fully customized tracking systems and be able to share those as a template with others. It's like notion for your finances. Fina allows you to connect all your financial accounts in one place, organize how they are grouped, and then clean your data by categorizing transactions & setting rules. Once you have live, cleaned financial data…our simple document-style interface allows you to create custom dashboard pages and use ‘Notion-style’ blocks as tracking scenarios to personalize your experience. If that’s not simple enough, you can just ask questions in plain English and let our AI spin up insights for you. This is for anyone looking to get a handle on their finances. 🔒 Security: We take security extremely seriously. You can read all about it here: https://fina.money#security Some quick highlights include: 1. We never see or store ANY financial account credentials. 2. We never sell your data to make money from advertisers. 3. We use aggregators (Plaid) with Bank-grade encryption to connect to your account & we maintain a read-only access that fetches data on demand. 4. You completely control your own data package & if you ever leave the site or delete your account it’s gone entirely. 5. We do not have the ability to move funds of any kind and we never access any information without your permission. ❣️ **Community:** Our long-term vision for Fina is to have a robust financial data platform where community members can create their own custom tracking scenarios & templates to share with others. We feel by increasing active participation in your financial life and ease of spreading knowledge we can help to greatly improve the level of financial literacy on the planet. Pricing: We have 3 tiers. 1. We have a free plan for anyone who wants to connect manual data. 2. We have an essential tier that is $5/mo for 5 live connections (we make little to no margin on this and purely want to help cover our costs). 3. We have a premium tier for $12/mo that unlocks the full power of Fina. 🚀 Our Story: For those curious about our founding team, we have 3 people! Shawn, Xiao, and Myself (Clay). Shawn and I actually met like any true match made in heaven would...in an online forum. We quickly realized our complementary backgrounds in finance and big data made a lot of sense to explore working together (and by explore, I mean diving headfirst into building stuff after meeting for 10 minutes). Shawn & Xiao have known each other for many years as they were paired as Mentee/Mentor at Microsoft over a decade ago. Shawn and I were thrilled when we were able to pull Xiao away from leading the developer experience at Square to help us build the next generation of financial tooling. I could go on and on about how amazing it is to work with Shawn and Xiao, but I'll spare you for now. Your early feedback means the world to us! Please comment below or reach out directly. We’re here to answer any questions and add to our **hefty** list of upcoming improvements. We’re working day & night to make Fina the best platform it can be and it is only possible with your help <3. Much love to all the up-and-coming financial wizards out there! (P.S. Use code: PHFAMILY at checkout for a special PH discount) -Clay

I love the new Fina; it looks fantastic - a significant upgrade from its start in 2023. Keep up the great work, guys. I will be definitely giving it a good test run in the following days!

A year ago, we launched the Fina MVP. Thousands of people supported this product, motivating us to continue its development. Today, we are launching Fina V1, code-named "Fina Essential" - the official release of the most flexible financial management system available. After reviewing numerous standard budget apps, we firmly believe that each user deserves a personalized experience. Therefore, we've made "Flexibility" our core principle. This gives you: - The ability to organize all financial accounts in different profiles according to your preference. - The freedom to set up categories & rules for clean data. - The option to set and track budgets your way. - The power to create custom metrics, formulas, and insights. - The opportunity to generate and share documents as you see fit. Whether you are managing finances for your personal life, family, business, or all three, you can always create a unique perspective to better understand your financial situation. Thanks for your support!

pretty cool!

This app is really going to revolutionize personal finance management. I'm impressed with the new release. Congrats on the amazing launch! 🙌

Congrats on the launch - looking forward to giving it a go!

Excited for this launch! The blocks in page seems to have a lot potential and if we can have more calculation, that would be amazing!

congratulations on the launch of fina. the customization feature for financial tracking is particularly interesting. how do you handle the varying financial regulations across different countries, especially when users share templates globally?