Personal ยท 5 min
Dashboard
Read the Personal Dashboard for the date range in the toolbar.
Dashboard is the fastest view of what Finipher found in the window you selected.
Steps
- Process at least one statement, or open Or link financial accounts and complete Plaid Link.
- Open Dashboard.
- Set the toolbar date range. Current month only includes this calendar month. All statements includes every processed month.
- Read the headline, week cards, money in / money out, and Needs you first.
- Open a row to see the source page before you act.
Date range
Needs you first, week cards, and the money bars follow the same range. If older review items exist outside the window, use Show all statements.
Household
The toolbar can switch Together / you / your partner. Together only includes accounts each person chose to share.
Beta
Finipher is a paid beta. Treat the dashboard as a review aid, not a final record.
You'll know it worked when
You see statement dates, spending, and review items that match the files inside the selected range.
If this doesn't work
If Dashboard is blank, confirm processing finished and try All statements. Then see Fix: empty dashboard.