Tutorial: How Transactions Work In Fina

This video will tell you everything you need to know about how transactions work inside of Fina. It will detail how to clean and categorize your transactions as well as all of the features around modifying transactions.

00:00 - Introduction
01:30 - How Categories Are Set
• Auto-Categorized using AI Classification
• Set by a Rule
• Overridden by User
05:35 - Category Status (Review Checkbox)
• Changing a Category
• Option to Remove Review Requirement
• Snapshot Feature
07:40 - Creating a New Rule (Viewing Your Rules)
09:57 - Detailed Transaction Card View
• Rules Associated with a Transaction
• Changing the Date of a Transaction
• Adding a Description or Note
• Excluding Transactions or Marking for Review
• Splitting Transactions
12:20 - Date Range and Quick Summaries
13:40 - Search Functionality
13:53 - Quick Filter For Non-Reviewed Transactions
14:00 - Filters & Views
• Saving Views and Toggling Between Them
15:42 - Importing or Exporting Transactions
• Export Roll-Up for Taxes
• Export Raw Transaction List
17:16 - Conclusion & Notes on Auto-Categorization

[drewclark]

Can you categorize transactions as being in the future? (I think the answer to this is yes.) If so, can I get the display/reporting to render those future transactions?