Desktop app ยท 5 min
Dashboard
Read the Personal Dashboard after your statements are processed.
Use Dashboard for the fastest view of what Finipher found.
Steps
- Process at least one statement.
- Open Dashboard.
- Review the spending snapshot.
- Check highlights and recommendations.
- Open source details before taking action.
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, transaction counts, spending, and highlights from your uploaded documents.
If this doesn't work
If Dashboard is blank, confirm the document finished processing and use the empty dashboard help page.