need feedback for ai personal money management tracking tool


I'm a massive personal money management nerd. I feel tools like 'Mint' have dropped the ball so I've been working to build a new financial data platform where people can do custom tracking based on their live data.

*ahem* introducing Fina:
The worlds first financial tracking tool.

Just kidding. But it is better…here's why:

  1. It does all the stuff you'd expect with connecting live accounts, setting categories & budgets, auditing transactions, and setting rules so your data is always clean/accurate.
  2. Instead of stale & inflexible dashboards, we take a notion-style approach where you can create as many dashboard pages as you'd like and use blocks to custom track the metrics you actually care about.
  3. We use your live data inside different tracking scenarios so you can plan ahead and get proactive insights. We also allow you to ask our ai questions and get results based on your finances.

So if you're dying to know "how much money have I spent on Starbucks this year?" …finally you can get a simple answer to that question (and track that if you're so inclined)

Here's a demo: https://www.loom.com/share/f2d15a1e17ac44d1b85e202a1c321e83

Okay that's enough from me. If you'd like to try it and give us feedback we just opened early access and I need help from real people testing and giving ideas. (no npcs allowed, ty).

You can try it at https://fina.xyz or electronic mail me clay.raterman@fina.xyz

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