Fina

configure-fina

Set up, connect, or resume Fina personal finances, including accounts, cards, subscriptions, income and optional debts or assets. Use for first use, incomplete setup discovered by another Fina workflow, connection help, or a request to continue setup. Reuse saved progress instead of restarting.

financial-dashboard

Create, restyle, refresh, or maintain a private personal-finance dashboard using the user's connected Fina account. Use when the user wants a visual overview of their finances or asks to keep that dashboard updated. Ordinary balance questions and single spending queries use Fina tools directly without creating a dashboard.

financial-review

Review a week, month or explicit period of Fina spending and received income, explain changes and highlight relevant pending items. Use for financial check-ins or period comparisons; answer a single balance lookup directly with Fina tools without launching a full review.

import-financial-data

Record a purchase, payment or income, or import financial rows from user-provided files, receipts, statements and explicitly authorized connectors such as Gmail into Fina. Use for capture or import requests; a file supplied only for setup does not authorize importing its purchases.

manage-recurring-finances

View, add, correct or stop tracking Fina subscriptions and expected recurring income, and reconcile them with recorded purchases or receipts. Use for renewals, paydays, recurring charges or saved subscription cleanup; changes affect Fina records, not the merchant or bank.

plan-payments-and-goals

Plan upcoming card payments, cash needs, a purchase or a savings goal using Fina's saved financial context. Use when the user asks what is due, whether a purchase fits, or how to plan toward a goal. This plans and records preferences; it never pays bills or moves money.

reconcile-financial-records

Investigate missing, duplicated or incorrect Fina records; correct purchases, link refunds, resolve review items and associate completed own-account transfers or debt payments. Use for record discrepancies and corrections, preserving evidence and existing history.

wealth-and-debt

Understand or update Fina debts, property and investment observations, compare supported debt-payment or fixed-income scenarios, or request a property valuation. Use for wealth and debt questions grounded in saved evidence; never execute trades, transfers or lending decisions.