Desktop app ยท 5 min

Choose Personal

Choose the Personal workspace inside the Finipher desktop app.

Choose Personal when you are analyzing your own financial documents.

Steps

  1. Open Finipher.
  2. Sign in or continue as Guest.
  3. If the app asks you to choose a mode, select Personal Finance.
  4. Continue to Dashboard or Upload.
  5. Upload your own statements only.

Tip

The public help center covers Personal only.

You'll know it worked when

The sidebar shows personal pages such as Dashboard, Actions, Leaks, Spending, Timeline, Documents, Search, and Chat.

If this doesn't work

Use the workspace switcher or sign out and choose Personal Finance after sign-in.

Related

Helpful links