Multiple Profiles Concept

Multiple Profiles Concept

Multiple Profiles Concept

What are multiple profiles used for?

Multi-profile support opens up possibilities for clear separation of accounting while maintaining the ability to do mixed-reporting on those separated financial accounts.

A profile is simply a container used for separating out your financial accounts. It allows a user to clearly separate accounts into unique buckets that have their own category schema and transaction cleaning process. This means you can keep all your financial accounts under one roof (one Fina account) for ease of use & reporting, but for accounting purposes your accounts don’t get mixed together.

The two most common use cases for multi-profile support are separating ‘Business’ and ‘Personal’ accounts OR separating a spouse / family members accounts with the desire to track them all under one primary Fina account.