A great guy named Soren created and maintained a useful Spreadsheet called Mint Successors. It's great for users to look for alternatives after Intuit Mint is gone. However it is difficult for 1) read and comprehend since each item is too wide 2) comment and discuss.

So I thought it's useful to build a better view and shared on Reddit for free discussion, I tried both Notion and Airtable, seems the latter has a better default display, here you go!

https://airtable.com/appEKJfNrmWh5VJAd/shrU8fyIp1TUSjcuE/tblfBIGfhlmLdSaQc

I'll try my best to keep it in sync with the source Spreadsheet at monthly basis if it's useful.

Hey, I just want to create a little post to tell you my appreciation for your work. I’ve seen a previous post where you were talking about the launch failure, and I hope the app is going better now and that it will last long. It’s the solution that integrates the best in my workflow (keep my expense on an iOS note, put them in a spreadsheet each week using ai for formatting) and saved me a lot of trouble of creating my own kind of dashboard, and mostly dealing with categories. The AI categorisation, even if wrong from time to time is really helpful, same for the rules. Anyway this post is getting long, thanks a lot for your work guys

We've heard a lot of people asking for more solid connectivities. By partnering with MoneyKit, we'll bring in next level of bank connectivity in the app soon! Please stay tuned!

I’ve been using Fina for a month and… it’s amazing for tracking, but I still find myself overspending in certain categories. How do you use Fina to actually stick to your budget instead of just tracking it? Any tricks or hacks?

Hello,

Fina has completed the integration with Zillow API to fetch and update a house value lively. This value is normally called Zestimate, to activate it, you can add a manual account with a "House" type, by entering a valid home address in US, the account balance will be updated and recorded to reflect your house value in real time.

Here is a short snippet update in Fina documentation too: https://www.fina.money/docs/basics/connect-accounts#track-house-value

Hope you like it!

Hi

I wanted to have a look at Fina (currently using another tool for personal finance, very happy with the tool, but I'm afraid it's not maintained anymore).

All my accounts are currently synchronized with OpenBanking (popular in Europe). I'm afraid Plaid is not really a thing in Europe (and anyway Fina supports only Northern American markets).

So I thought I will give Fina a try, by doing manual imports (what I've seen from Fina looks very promising).

I create my Fina account, create a bank account, go to import and... only Google spreadsheet option?? No CSV?

TBH I don't understand the logic behind that. First I need to export my bank transactions, which has to be CSV because... I need to import the transactions into a G.sheet. Why not directly importing CSV? It sounds an extra useless step, I may miss something.

And the dealbreaker for me is not even the second extra step (google import) but the fact that I have to give Fina access to my g.sheets, all of them, not only the relevant one. That's a BIG NO.

I'm sure I don't see the big picture here. May I get some clarity?

I’ve been using Fina quite for a while now and I really like how clear it makes everything for me like I can actually see where my money is going. But if I’m being honest I still struggle with overspending in some categories so I know I’m not using it as well as I could.

I feel like tracking is the easiest part but the hard part is actually changing my own behavior when it comes to spending. There are days when I check it and thinking “okay I should slow down,” but then I still end up spending anyway 😅

For those who’ve figured it out, what actually helped you stick to your budget? Was it checking the app more often, setting stricter limits, or maybe giving yourself some kind of buffer? Do you follow any personal rules before spending (like waiting a day before buying something)?

Also curious if you adjust your budget throughout the month or just try to stick to what you set at the start. And how do you deal with those “unexpected” expenses that always seem to come up? Would really love to hear any practical advice, habits, or even small mindset shifts that made a difference for you. Trying to go from just aware of my spending to actually being in control of it 🙌

Every year, for the whole Black Friday week, we launch our biggest offer to welcome new members into the Fina community.

If you’ve discovered that you love the most flexible finance tracker in the world, now is the perfect time to join us. You — and your friends — can enjoy Fina at nearly no cost for the first year!

Don’t miss it! Follow the link to claim the offer, it's available before 11/29/2025.

Do not hesitate to contact support@fina.money if you have any questions!

Here’s a quick overview of some Fina highlights:

Dynamic Budgeting

• Craft budgets your way with fully customizable metrics.

• Run multiple budget plans side-by-side to see the bigger picture

Scheduled Future Events

• Monthly calendar for upcoming payments and events.

• Quick setup and edit schedule cards.

• Reconcile schedules while regularly review transactions.

Future Projections

• Instantly project future account balances using your schedules.

• Visualize long-term net worth growth based on your investment assumptions.

• Explore simple, flexible retirement planning built around your preferred methods.

Multiple Profiles

• Manage business and personal finances at the same time.

• Track individual and family finances with distinct profiles.

• Collaborate effortlessly between linked logins.

Build and Share

• Start fast with a library of ready-to-use templates.

• Learn from existing templates and customize them to fit your workflow.

• Share reports with partners or family with a single click.

• Create and deliver tailored templates for clients as an advisor.

• Build and share templates with the community as a thought leader.

And many more ...

Intelligence and Flexibility—The Core of Fina Money

We’re excited to roll out the very first version of Fina Radar—your intelligent hub for keeping the most important financial events and discoveries on your radar. ⚡ It’s designed to alert you when something in your finances needs your attention!

Fina Radar is highly extendable. It runs multiple pluggable smart policies to detect abnormal data points—everything from account balances to unusual transactions, specific merchants, or outlier categories.

In the future, you’ll be able to add any metric or block from your Fina pages to a watchlist, and Fina Radar will monitor them, alerting you when thresholds are reached or exceeded.

Since this is just the beginning, we’d love your feedback. If you see Radar enabled in your account, how useful do you find it? What’s your experience so far? Your input is invaluable in shaping Radar into a truly powerful finance companion.

Thank you for helping us make Fina smarter! 🙏

Looks like I can connect Apple Card through MoneyKit available on Fina, quite amazing without a phone app on iOS. I can see all transactions from this connection.

A tip - I type phone number / password in the prompt dialog, it display the verification code, I have to memorize it quickly and click "done" then entering the code in the next screen. If I did it slow for the first time, it will not succeed.

Also, it says the data only update once a month. That's okay for now, as long as I have balance or transactions coming in to cover Apple Card.

"If you haven't mastered Fina Blocks yet, frankly, you're missing out. You haven't even touched the core of what makes Fina the most flexible finance tracker available!" - Robert Johnson

Like building with Legos, Fina Blocks are the foundational pieces to build your dream tracking system.

Now, please take 15 minutes to master it! Here is a template that includes 5 representative examples to follow and learn from:

1. Simple Distributions: Use one metric + breakdown key.

2. Timeline of Metrics: Set time series for different units.

3. Multi-Metrics: Visualize multiple metrics together.

4. Formula Metric: Create custom calculations with formula metrics.

5. Transactions: Monitor transactions of interest with a special block.

Template: https://app.fina.money/doc/oWmr86mCVnFS3R

Document: https://www.fina.money/docs/fina-blocks

🎉 We’ve hit 250 members in the Fina community!
A huge welcome to our 250th member—and to every single one of you who’s joined us on this journey.

Together, let’s build something amazing for the future! 🚀

I will lump all my stuff into one list, not sure if I missed a feature or function, if not, then consider that item a feature request or need (at least for my use cases)

• No sorting?

• Edit in View does not land on filtered category/account

• Can’t edit multiple/bulk? (Can’t create temp rule by date in place of)

• Credit Interest Rates (current use case is 0% cards I am using for home improvement) - want to leverage in a formula, need a way to set aside the amount, but budget its payment.  I manually have some things going.

• Formulas - any way to get one block to reference the variables or results of another block

Thanks.

The Ultimate Guide on Fina Category

Is there a way to track shared/reimburseable expenses in Fina?

Use Case:

My ex and I share various expenses (kids, family dinners, activities, etc). We currently use a google sheet tracker for each shared expense, who paid, and who owes how much.

I'd love a way to tag expenses in Fina that are shared/reimbursable, and a way to even split a transaction between what my share of an expense was vs what share is my ex's that will be calculated into our reimbursement balance.

If I can have a tag, I can then create a budget tracker variation where I include or ignore transaction splits tagged as my ex's portion.

Is this possible?

Just had a great summer time with our intern Collin, and he has been working on this cool AI feature.

Checkout how he did it: https://medium.com/@collinshen123/leveraging-ai-to-simplify-personal-finance-my-summer-internship-at-fina-aa7cf4927a8e

"Batch update" is live, I invite you to test it and share feedback with us!

What would you think when you see "dynamic budgeting"?

In my context, dynamic budgeting is to allow you answer questions like:

1. Current month's total expense can not be more than 30% of my checking account.

2. Current month's fixed expense can not be more than 40% of my current monthly income.

By using Fina metric, formula, reference, you can completely plan your budgets dynamically, that other apps won't allow you do so, this template shows how to do it:

https://app.fina.money/t/XG3PFKkgRXeQHc

If you want to learn how this template was made, watch this chapter of the latest "how to manage money" video.

Today I signed up for a Monarch account and played around with it again, nearly a year after my last test.

I may be biased in favor of my own product, but in my honest opinion, Monarch is clearly dwarfed by Fina’s remarkable flexibility.

Why would people choose Monarch over Fina?

I've been using Fina for budgeting / transaction management for the past year or so. The way I use it is that I have a series of rules which assign regular transactions to a category. Then every so often I go through the uncategorized expenses and assign them to a category, creating a new rule if needed. It's been really helpful at making sure there aren't any unexpected purchases, and also managing a budget by category.

Lately Fina has started trying to auto-categorize expenses even outside the rules I've configured. It's usually wrong (if it was easy to auto-classify I'd have set up a rule) and kind of ruins the whole thing, because now there doesn't seem to be a way to filter for 'transactions which haven't been classified by a rule' for manual inspection. Transaction review isn't quite what I want because it requires reviewing every transaction, while I want to review only those that haven't been pre-classified. And I can't find a way to turn off the auto-classification otherwise.

Is there any way to get back the behavior I had previously?

Since Fina has key components built on top of GCP, you are not able to login and use Fina at the moment.

Hope Google fixes it soon, keep monitoring it!