The Ultimate Guide to Fina Categories
When you manage your finance, what is the most important thing to think about??
Categorization!!
Indeed, categorizing our finance inflows and outflows is the first step towards finance insights — it literally answers “where did my money go?”.
Having a flexible categorization system is a must for Fina to claim itself as the most flexible finance tracking system in the world, let’s dive into the details how flexible it can be through below table of content…
Table Content
- Category Setup: Your Tracking Philosophy
- Sharing and Importing Category Setups
- Using Fina Snapshots: Save, Restore, and Switch with Ease
- Maximum Freedom to Create and Edit Categories
- Conclusion
Category Setup: Your Tracking Philosophy
When it comes to finance management, category setup is not just an important step — it’s a critical one. Proper category setup forms the foundation of effective financial tracking and organization.
Category setup is your tracking philosophy
At Fina, we emphasize creating a financial tracking system that reflects your unique philosophy. Your category setup is a direct expression of how you view and manage your finances. Some people prefer a coarse-grained system with broad categories, while others opt for a fine-grained approach with more detailed subcategories.
Let’s look at two examples:
- Coarse-Grained Setup: Features just 5 broad categories for expenses. View this example here.
2. Fine-Grained Setup: In comparison, it has 22 categories organized in a 2-level hierarchy. View this example here.
In addition, here are real-world examples of category setups shared by Fina users. These setups are tailored to specific lifestyles and needs. If you find one that resonates with you, simply copy its ID to import it into your Fina account:
- Hukid Categories: For a user with a spouse, a child, and a dog. [link]
- Sweet Potato Categories: For a single user with a side business. [link]
- SaaS Tracking Categories: Designed by a SaaS business owner. [link]
- Fina Default Setup: The factory default setup for all users. [link]
With Fina, your category setup can be as unique as your financial journey. Create, customize, and manage your system in a way that works best for you.
Sharing and Importing Category Setups
As discussed earlier, category setups in Fina are both sharable and importable, making it easy to exchange and adopt tracking systems.
For influencers, sharing your category setup allows others to follow your financial tracking philosophy and methods. Sharing is simple:
- Open the menu for your category setup.
- Toggle it to Public.
- You’ll receive a secure public link that others can use, as shown in the examples above.
Similarly, any user with the shared ID can instantly import your category setup into their own account, customizing it further if needed.
This seamless one-click sharing and importing feature is a core function that makes Fina the most flexible and user-centric financial management system available.
Using Fina Snapshots: Save, Restore, and Switch with Ease
With the ability to import categories from shared setups and customize your own, you might wonder: what about an “undo/redo” function for such edits?
No need to worry — Fina introduces snapshots.
A snapshot is a powerful feature that captures your entire category setup along with all associated automation rules. Here’s why this feature is a game-changer:
- Save Your Progress: Snapshots allow you to preserve your current setup at any time.
- Restore with Confidence: Easily revert to a saved snapshot whenever needed.
- Multiple Snapshots: You can maintain multiple snapshots within your Fina profile, giving you the flexibility to experiment with different setups.
Some users take it a step further by actively switching between snapshots to view entirely different reports. This unique capability allows for advanced financial analysis and personalization, making Fina one of the most adaptable tools available.
Whether you’re testing a new approach or simply want the option to restore a previous setup, snapshots ensure your financial tracking remains flexible and secure.
Snapshot = Categories + Rules
Maximum Freedom to Create and Edit Categories
With Fina, you have complete control over your categories. At any time, you can:
- Add new categories.
- Rename existing ones.
- Delete unused categories.
- Drag and drop to reorganize them.
- Adjust AI class mappings to align with your unique setup.
In addition to these manual options, Fina offers two powerful shortcuts for category management:
- Factory Reset: Revert your category setup to the original factory default configuration.
- Erase All: Clear all categories, leaving a blank slate for you to build a custom setup from scratch.
Important Tip: Before making major changes, remember to take a snapshot of your current setup. This ensures you can restore it later if needed!
With these features, Fina empowers you to customize your financial tracking system to suit your specific needs — anytime, anywhere.
Conclusion
Fina’s category system is a cornerstone of its flexibility, empowering you to design and implement your own personalized tracking system. With the ability to share your setup as category templates, you can inspire others and streamline financial management for your audience.
When combined with page templates, Fina allows you to create a fully customized finance tracking app tailored to your unique needs. This approach offers a level of simplicity and adaptability unmatched by traditional cookie-cutter apps or spreadsheets.
To illustrate Fina Money’s innovative position, the article has placed a visual representation that highlights its capabilities and user-centric design, here is the live link for you to view.
If this resonates with you, give Fina Money a try today!
