Not Just Another Budget App

Fina Money — the 100% flexible way to see through your finances

Shawn Cao
3 min readApr 30, 2024
Fina — Modern Flexible Money Management

In the past 6-months, we have fully headed down on building this great product & service — Fina, we imagine this tool to be loved by people who want to become confident in their finances.

⚙️ Flexibility is the core

We put flexibility as the #1 core value in the product design, we know there are already tons of financial tracking apps out there to help you budget or provide you cookie-cutter charts.

At Fina, we don’t just design a fixed dashboard for you. We confidently believe that each of our users has the ability to effortlessly incorporate blocks of insights into their documents. Our mission in design is to ensure that our tool is so intuitive and easy to use, that anyone can achieve this.

Fina’s flexibility can be viewed in these ways:

  1. Flexibly organize accounts into different profiles, such as personal, family, and business. Each profile has its own independent tracking system, including categories and rules.
  2. Organize any data points flexibly into unlimited pages & blocks, the document interface provides the best flexibility for us to place insightful content along with data of your greatest interest.
  3. Flexibly create and manage metrics, all data points are driven by metrics. You can create and define any basic metrics or formula metrics to support any customized calculation. You can also save, reuse, or combine them with other metrics. You won’t need a spreadsheet anymore!

To achieve such a level of flexibility, Fina focuses on designing fundamental “building blocks” so that you can design your own tracking system like playing with LEGOs.

Take a quick peek at the Fina app layout: profiles, pages, console.

Peek at Fina App

✨ Fina AI is a wonderful assistant

As a modern financial system, we prioritize AI — it significantly improves the ease of using Fina to achieve your goals.

Because we use document interfaces, obtaining an insightful block has never been easier:

Preview Fina AI

Fina AI boosts productivity by 100x to help you get what you want!

💞 Fina users help each other

The Fina team doesn’t believe that a single app can address all financial scenarios. From day one, we’ve kept an open mind. We want to build Fina as a place where people can help people, as users always know more than us!

Here are a few possible ways to build your community on Fina:

  1. Share a document: Fill a page with financial tips and knowledge, then share this educational page with your friends, family, or any other audience you have, such as on social media. Let people adopt the creative work you’ve made.
  2. Publish a template: Submit a document as a new template into Fina’s template gallery, and let all other Fina users discover and use it.
  3. Establish a portal: Build a portal on Fina, set up your own brand, and grow your influence on Fina. More and more people will follow you and apply your financial tracking methodologies in their own life.

Within 5 minutes, I built a Fina template and shared it with everyone. From the link, any viewer can import it as a new page in their own Fina account.

You can find this live link here: https://app.fina.money/doc/yNnLttvmnTpEO1

Create Insightful Doc Template

💡 Summary

At Fina, we are developing a flexible money management system that allows anyone to create their own tracking tool.

Whether you are creating it for your own use, or aiming to help millions of others, Fina provides a suite of tools to make it easy:

  1. Fina AI
  2. Fina Metric System
  3. Fina Pages & Blocks

These are all designed with a focus on flexibility, because we believe you deserve more than just another budget app!

Try Fina today: https://fina.money

--

--

Shawn Cao

Drive towards the mission of enabling data science technology accessible to everyone.