Personal ยท 5 min
Review items
Work the full list behind Needs you first, using the same date filter as Dashboard.
Review items is the complete list of things Finipher wants you to look at. Needs you first on Dashboard is the subset inside the current date range.
Steps
- Process your statements.
- Open Review items, or click a Needs you first row.
- Read the item and open the source page.
- Use Handle now, Snooze, Expected, or Remind me.
- Remind me can add a calendar event on this device.
Handle now
Handle now records that you took the item. On Cloud it also adds the annual impact to Finipher saved so far when the item has a dollar amount.
You'll know it worked when
The list matches your statements, and handled items leave Needs you first.
If this doesn't work
Widen the date range. Items from February do not appear when the toolbar is set to October.