Phone companion ยท 5 min
Phone Today, Actions, and Spending
Use the view-only phone tabs for Today, Actions, Spending, and Library.
Use the phone to review, not to upload or change financial records.
Steps
- Open Finipher on your phone.
- Tap Today for the current summary.
- Tap Actions to review items that need attention.
- Tap Spending to scan categories and vendors.
- Tap Library to see document status and saved answers.
- Open your computer when you want to upload, process, or act.
Privacy
The phone shows derived results. It does not receive your PDFs.
You'll know it worked when
The phone shows recent results and action rows say to open your computer to act.
If this doesn't work
Open Sync on the phone and run Sync now.