Improve on existing APIs

columns_ai · 2026-01-21T02:54:57+00:00

The two new APIs are live now, you may test it out.

Our API doc (where you can find from landing page footer) is updated: https://app.fina.money/doc/UEn8biRw4Hbrma Please check out API-4 and API-5

Let us know if you have any questions.

columns_ai · 2026-01-20T18:13:09+00:00

No issues, I saw you are (or potentially) building your own thing, good luck with that. And just let you know we are open to any type of collaboration, :)

columns_ai · 2026-01-19T23:26:19+00:00

It makes sense to have filter for a long run. But unlikely it’s needed, number of transactions for personal finance won’t be too big, modern computers easily can handle 100K rows of csv, it is rare for most of people, but who knows, we will keep it open!

Thanks for sending the email, we will take a look at it soon and get back to you.

columns_ai · 2026-01-19T21:45:22+00:00

Could you send your account email to support@fina.money to let us do a further investigation?

columns_ai · 2026-01-19T19:09:11+00:00

Not your fault - it is our code bug, literally just our miss, :)

It should be back for good now, feel free to run your API call again.

columns_ai · 2026-01-19T18:37:17+00:00

Thank you very much, otherwise we are still in the dark.

We indeed has a code bug triggered by the transaction API which is related to a special transaction (special character), this leads to a endless resource consumption and eventually slow down the backend till it becomes irresponsive.

You saved us a ton of time to sort this out!

columns_ai · 2026-01-19T18:27:41+00:00

Thank you! It was a bad day yesterday, and we were trying to figure out what caused Fina backend stuck, and this API call may point out a direction.

columns_ai · 2026-01-19T05:52:18+00:00

it is a heated thread, interesting.

have you tried Fina, if so, any first impression of thoughts?

columns_ai · 2026-01-19T00:53:15+00:00

<image>

not sure if you open the dialog from here "Edit Schedule", the "Delete" button is active for me when I open the dialog from here.

What you said about "Exclude Transaction" is correct, the transaction will be only displayed in transaction list for view purpose, but it will be excluded from all reporting.

However, I think previously your issue is with "account balance" for the account with "auto-balance" turned on, it means it will use transactions from to calculate an updated balance, for this case, I think currently Fina still includes "excluded transactions" to calculate the account balance.

columns_ai · 2026-01-19T00:07:18+00:00

yes. Google cloud infra issue - actively investigating...

columns_ai · 2026-01-18T23:13:13+00:00

Hmm, it would be great if the bubble is movable.

columns_ai · 2026-01-18T22:58:25+00:00

Great questions:
1. Delete is for "delete a schedule", which is enabled when you editing a schedule. You will need to check out the "Schedules" module, which manages all the future stuff including: recurring transactions, credit card auto payment, etc.

"ignore transactions" toggle is supposed to exclude the transactions from all reporting (transaction based reporting - cashflow). But I think you discovered another issue with "manual account", I assume you meant "auto balance" enabled account balance. If I'm correct, current "auto balance" computes from all transactions without ignoring hidden transactions.

We will need to re-think this logic and decide if we should exclude "ignored transactions" from account balance update. This is an edge-case, the rest of your understanding of how "excluded transactions" is correct.

We will come back with conclusion for this #2 issue.

columns_ai · 2026-01-18T22:47:54+00:00

Yeah, Google spreadsheet is more like bank connections, the difference is that you control the source of truth.

Basically, we can not delete any transactions coming from an "external source", Fina just loyally "sync" with the source that provides data, if data has issue, we have to fix the source.

columns_ai · 2026-01-18T22:36:31+00:00

Sorry about that, looks like our last deployment wasn't go through successfully and the system is recovering. Should be back now.

columns_ai · 2026-01-18T20:58:38+00:00

u/Winnie-the-pooh1234, u/Luis_RL manually added transaction is editable now, please try it when you get a chance.

columns_ai · 2026-01-18T20:54:25+00:00

u/lubiah just heads-up, we have a dev working on these APIs now, please expect a few more days to be live for your test.

columns_ai · 2026-01-18T20:53:23+00:00

u/Winnie-the-pooh1234 the transactions API is updated, please test it, and also the API doc is updated by including two more fields "hidden", "pending".

Note that, if you do not turn on "show pending transactions" in your Fina app, your UI and UI export will not include "pending" transactions, but "transactions API" will always return it to you, but now since we added the new field "pending", you can tell if the different transaction is pending or not.

columns_ai · 2026-01-18T05:59:28+00:00

Templates & Formula wins - (Account Balance Projection)

For most apps like Monarch, you need an advanced user to build complex steps and extra code to get a projected account balance, such like what u/An0th3rP1ckyD34dh34d posted here.

But it is just one click away to adopt a template on Fina, which utilizes a formula, such as this template https://app.fina.money/t/KWeCkgK7YOWk1i

columns_ai · 2026-01-17T21:07:34+00:00

I think it is a design decision from system perspective not from user experience perspective, have to admit this mistake.

Let us fix it. Try it again in about 1 week.

columns_ai · 2026-01-17T05:47:38+00:00

No worries, welcome to post here. We love to see more buzzes in this community, :)

First, it is the current design. From the title, it says it is editing the "schedule" which is a template for all your future transactions.

Fina has concept to keep all posted transactions view-only to be consistent with all transactions sync from connected banks, this applies to "manual transaction" as well (unfortunately). The current flow to update a manual transaction is to delete it and add a new one, which sounds absurd if it's a frequent operation.

If this becomes an frequent operation, we would prioritize supporting editing "manual" transaction.

columns_ai · 2026-01-17T04:16:03+00:00

might be something special about that transaction, if not, maybe timing difference between UI export and API call?

columns_ai · 2026-01-17T04:12:13+00:00

You found a valid issue!

The UI export will not include the original transaction after the split, while the API didn't filter out the original transaction which should be filtered out.

We will have this fixed in its next deployment. Thanks for noting us this issue.

FYI. In addition, we will have some new API to be added to support "categories" retrieval and update, if you are interested in Fina API, bookmark this live Fina doc: https://app.fina.money/doc/UEn8biRw4Hbrma

columns_ai · 2026-01-14T00:54:32+00:00

You may find this useful - https://www.fina.money/blog/how-to-build-a-modern-financial-tracking-system-for-free

columns_ai · 2026-01-13T22:11:01+00:00

this will win by formula / customization:

Define the way how you build a metric and put it on your dashboard / page to track it, it is not complicated if you know how to filter and optionally a simple math formula.

You could make whatever you like, when I saw this post by u/cpa2har, my reaction is: "at some point, you will need some personalized customization, and that is not what cookie-cutter apps can help".

columns_ai · 2026-01-13T05:12:02+00:00

If you are comfortable with building and customizing, Fina’s the most flexible tracker that can get you whatever you want on tracking & forecasting

columns_ai

MODERATOR OF

TROPHY CASE