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Notion for Finance
The Modern Finance OS — Your Way to Track100% customizable and shareable. 100+ templates. 100% peace of mind.Track personal and business finances in one place—no more juggling spreadsheets.
Trusted by 20,000+ Trackers
Interactive Demo
Set Up in 3 Steps1. Connect your bank account
- Securely connect your bank accounts to Fina Money.- Fina Money uses bank-level security to protect your data.- No manual entry required, just a few clicks.
2. Categorize your transactions
- Create custom categories or use templates.- Fina automatically categorizes your transactions.- Easily track your spending habits and patterns.
3. Track your finance
- Visualize your financial data with any template.- Understand your spending and unlock potential savings.- Create budgets and track your financial growth.
Extensive Features
The Fastest, Most Flexible Way To TrackThink your financial scenario is unique? Fina can be tailored for all use-cases.Unlimited Custom Categories
Create and edit as many categories as you need—no limits.
Import categories from ready-to-use templates.
Share your category setup with others for consistency.
Manage with unlimited snapshots and version history.
Worry-free organization: easily modify and restore anytime.
Track Personalized Metrics
Access all built-in system metrics for free.
Create custom metrics to track what matters to you.
Save and reuse your favorite metrics anytime.
Reference saved metrics easily to support deeper analysis.
Build new metrics using formulas—just like in a spreadsheet.
Flexible Budgeting & Planning
Create multiple budgets and financial plans with ease.
See the big picture—no need to stick to just one budget.
Track budgets across different time periods, your way.
Multi-Profile Segmentation
Exclusive to Fina: manage different areas of your life with separate profiles.
Perfect for personal, family, and business finances.
Seamlessly move accounts between profiles as needed.
Each profile comes with its own categories, metrics, and budgets.
Insightful Financial Docs
Create and share unlimited financial documents.
Easily add and arrange insightful blocks on each page.
Fully customizable blocks tailored to your needs.
Drop metrics into blocks to instantly visualize your data.
Write freely—just like in a regular document.
Share or publish pages as templates to support the community.
Data and Rules
Reliable data connections with broad coverage via Plaid and MoneyKit.
Create custom rules to automate transaction categorization.
Transparent AI-powered classification to assist your workflow.
Conversational AI that answers your finance questions directly.
Live sync with Google Sheets for seamless data import.
Export your data in raw or tax-friendly formats.
Global & Investment Support
Real-time currency automatically converted to your choice.
Track crypto asset values live for up-to-date portfolio insights.
Full support for investment accounts and holdings tracking.
Pricing
Simple & TransparentEssential
$4.2/mo
billed yearly
$5/mo billed monthly
5 live financial institutions
1 profile
Auto-categorization
Unlimited templates
Fina AI Assistant
Priority support
35-day free trial
Premium
$9.6/mo
billed yearly
$12/mo billed monthly
Unlimited financial institutions
Multiple profiles
Auto-categorization
Unlimited templates
Fina AI Assistant
Priority support
35-day free trial
Testimonials
What The People SayJoin a community of like-minded peopleTracking 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
To see more reviews, head over to Product Hunt or Trust Pilot.
Ready for finance clarity with Fina?
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