Tutorial: How To Customize Pages & Blocks In Fina

This video details everything you need to know about how pages and blocks work inside of Fina. You will learn how to create and customize a financial reporting dashboard from scratch using your own live data.

00:00 - Introduction to Pages and Blocks
01:39 - What is a Page?
02:45 - Adding a Page: Templates vs. Build from Scratch
03:45 - What can be put on Pages?
04:55 - What is a Block? (Scenario-Based vs. Build from Scratch)
05:50 - Block Settings Overview
11:05 - Customizing a Block from Scratch (What is a Metric?)
11:57 - Basic Metrics: Account and Transaction Data
16:00 - Formula Metric: Combining Data
16:30 - What is a Variable?
16:50 - Example Formula: Combining Metrics and Constants
20:29 - Building a Full Page Together
21:00 - Live Examples: Time Series Bar Chart Block
23:18 - Live Examples: Budgeting Block
26:48 - Live Examples: Single Value Block (Account Balances)
27:57 - Live Examples: Pre-built Scenario Blocks
28:30 - Sharing a Page as a Template or with Others