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About

We pull your financial data directly into customizable blocks so that you can plan with ease. Get clean data by bulk categorizing, setting rules, and handling transfers. Keep your finances separated on an accounting level, but visualize them all under one roof. All data comes live from your finances. Start simple by adding blocks in a Notion-style document editor. Fina uses third-party data service providers, like Plaid, in order to connect you to your financial institutions with bank-grade security. Our servers will never see or store ANY financial account credentials. We maintain a read-only access to your data and we fetch it on demand. We do not have the ability to move funds of any kind and we never access information without your permission.

About

Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions. This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a simple financial tracking and analysis solution with a notion-style interface

Audience

Individuals looking for a finance software solution to manage their banking and bill payments, budgeting and investment tracking operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month
Free Version
Free Trial

Pricing

$53 one-time payment
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Excellent dashboard Supports online bill payment Good security features Budgeting & transaction management tools Investment tracking Cross platform availability One time fee - Affordable Free to use upto 100 transactions

Cons

  • The interface is not as easy or clean as alternatives like Quicken.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fina
United States
fina.xyz/

Company Information

Moneydance
Founded: 2016
moneydance.com

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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