I’m looking for people willing to spend 20–30 minutes with me on a call and share what frustrates you, what you wish existed but doesn’t, what feels unclear or confusing, what could simply work better.
My goal is to understand what should actually be prioritised, so that the team and I build the right things
N’hésitez pas à prendre le temps de partager vos retours sur le produit Finary avec Mariya. C’est une excellente opportunité d’échanger directement avec un membre de l’équipe !
Nice to virtually meet you.
Are you working on a specific product of Finary ? to be more focused
I’m an old finary user, half way in his financial journey, and I want to continue using Finary.
today, I’m looking forward :
the goals feature: I want to find a way to create multiple goals for retirement, children donation, amount per type of assets (goals for a specific crypto, real estate, a specific account)
bullet proof sync: I want to be able to add transactions manually when a sync is paused or for a manual source
AI coach based on my own assets
for sure, the goals are what I need today to go further with Finary, including simulators (montecarlo ?) for those individual goals.
I feel there are so many quick wins to do. For example, I wish for some small enhanchement:
family mode: I have my couple (my wife an I) and each of my children , I want to track each of them individually (done, great) but also I wish to have a view with virtual grouping to create “adults”, “children” .
the fees analysis: I find it misleading the analysis done on SCPI, we should have the view on the fee in the context on the type of assets.
the analysis related to unknown funds: I wish a way to map an unknown fund with a known ISIN fund. I have few funds that I can find equivalent ones and it could be then used in the passive income analysis or geographical analysis
data cleaning: when using the “fix chart” feature, I wish to be able to remove the data for a subset of account instead of everything
other assets: I add to use this feature to add manually a retirement account (due to unknown funds), I wish to be able to change the type of this account to not have it lost in this “other assets” section
popuplar investments: today it is not much useful in my journey after 4 years of finary, I wish to have the capabilities to filter on the top 10% finary user or top 5% finary users
budget: ability to disable the internal wiring/transfer as it doesn’t work for me, and it is irritating to manually add them back. I have almost stopped using the feature.
csv/json export: with such feature, we could wait for an AI coach by using our own.
Initially I used finary to track my assets, now it is much bigger: it is for my whole family, to do short term arbitrage (based on analysis), track mid term and long term goals, prepare for early retirement, optimize budget to save more or to plan personal projects.
but I miss something to do actually this perfectly inside the apps, not much.
Je confirme que la discussion se fait majoritairement en anglais.
Possibilité de parler français si besoin, une autre personne de Finary traduit ensuite à Mariya en anglais.
Hi R_C, thanks so much for taking the time to write all of this out! This is exactly the kind of feedback I was hoping for when I posted, and it’s incredibly useful to see how Finary fits into your day-to-day.
The issues you raised are clear and actionable, and I’ve shared each item with the team so we can prioritise them properly.
Goals is a deeper topic. I’d like to dig into how you’re currently setting your goals and tracking progress towards them — understanding your context and needs would help us design the right solution.
Would you be up for a short call so you can walk me through your current setup (Excel, side tools, mental models — whatever it is)? Or maybe write it here if you prefer
On my side I have two main topics that should be there already for the basic usage of the app:
Having stable transactions (due to some sync issues I often see transactions disappear and being back again, forcing me to re-update them: category etc..).
The current management of the category objective is not the way I want to manage my budget, I prefer the approach of having different virtual accounts that take into account debit AND credit and be able to split transactions across multiple virtual accounts) That way I would be able to know how much I can use an account or not (for instance for vacation, saving a small amount each month from the salary)
Be able to have the full picture on the performance (difference between contribution and performance, saving account interests etc..) Because currently it’s not precise enough and I am not really checking it
