README.md

# Fina

Your finances, together.

Fina helps you understand your money and keep your financial records organized from your AI assistant. Connect your own Fina account, resume your saved setup and ask useful questions about purchases, income, upcoming payments and goals. The same saved records can also be used through your separately connected WhatsApp account.

## What you can do

- Configure accounts, cards, subscriptions and optional income, debts and assets without repeating saved answers.
- Create a private financial dashboard and schedule updates to the same dashboard when your host supports the required access and editing.
- Review spending and income across a week, month or chosen period.
- Plan upcoming payments and goals using recorded facts and visible gaps.
- Manage recurring subscriptions and expected income in Fina.
- Record or import documents and separately authorized sources, including receipts obtained through Gmail. Bulk imports show a preview before confirmation.
- Correct records, investigate duplicates and associate refunds or completed own-account transfers.
- Review debts and assets, compare supported scenarios and request a property valuation.

## Start with your account

Connect the Fina remote MCP through your assistant's connection controls and sign in with Fina. Installation does not itself authorize access or complete your financial setup. Then say: **“Ayúdame a configurar Fina o continúa desde donde me quedé.”** Fina uses your conversation language; language does not determine your account currency.

You can also ask **“Revisa mis gastos de este mes y mis próximos pagos”** or **“Crea mi dashboard y programa su actualización diaria.”** The assistant checks setup before dependent work and preserves explicit decisions to complete optional details later.

## Your information and permissions

Fina's MCP supplies financial records and calculations. The assistant reads attachments and creates private artifacts using its own supported tools. Other connectors require their own authorization. WhatsApp is optional; conversations, original attachments, dashboards and schedules are not automatically shared across clients.

Fina records activity and helps explain it; it does not execute bank payments, transfers or investment trades, cancel services with merchants or directly synchronize bank accounts. Results reflect the data recorded and its dates and coverage. Scheduled updating requires an actual host task with access to Fina and the same durable artifact; a reminder or snapshot is not an automatic update.

Use account aliases and, when required, only the last four digits. Do not send passwords, security codes or complete card/account numbers. The service stores extracted financial information and evidence according to its published privacy policy; this plugin is not an original-file archive.

## Help and license

[Fina](https://finamoney.co/) · [Support](https://github.com/stevedesignerdsmb/fina-plugins/blob/main/SUPPORT.md) · [Privacy](https://finamoney.co/privacy-policy) · [Terms](https://finamoney.co/terms-conditions)

Version 1.0.7. Proprietary license: see [LICENSE](LICENSE). Installation and use of an unmodified authorized copy are allowed; redistribution and modifications by recipients are not authorized. Fina's own platform submissions permit platform delivery under the applicable agreement.

Publisher preparation and owner-run checks: [review handoff](review/OWNER-HANDOFF.md) and [test guide](review/TEST-GUIDE.md). This bundle contains no evidence of completed host tests or directory approval.

## Platform package

This distribution targets ChatGPT web, mobile and desktop (Chat and Work), and supported Codex clients. Use the host capabilities reference bundled with each skill.