Phone · 5 min
Phone Today, Actions, and Spending
Use Today, Actions, Spending, and Library in either phone mode.
The tabs are the same. What you can do on them depends on the mode.
Steps
- Open Finipher on your phone.
- Tap Today for the current briefing. Sync refreshes Cloud results in Full Mode, or pulls from the computer in Companion Mode. + adds a document.
- Tap Actions for items that need attention.
- Tap Spending for categories and vendors.
- Tap Library for documents, accounts, and saved answers.
Full Mode
You can upload, process, handle inbox verbs, and link a bank. Findings come from Private Cloud (or your organization), not from a Mac sync file.
Companion Mode
The phone shows derived results. Upload on the phone holds a sealed file for the computer. Open the computer to process or change records.
You'll know it worked when
Today shows recent results, and Actions match the mode you chose.
If this doesn't work
Use Sync on Today. If the wrong person’s data appears, see Fix: phone empty or wrong account.