Desktop app ยท 5 min
Action Inbox
Use Action Inbox to review possible fees, subscriptions, and payment items.
Use Action Inbox to review items Finipher thinks may deserve attention.
Steps
- Process your statements.
- Open Actions.
- Review the highest priority items first.
- Open each item and read the source excerpt.
- Mark the item handled only after you decide what to do.
Warning
Finipher can flag useful clues, but it does not make financial, tax, or legal decisions for you.
You'll know it worked when
Action rows show fees, subscriptions, due dates, or unusual items from your documents.
If this doesn't work
Upload statements with transaction details and process them again.