Desktop app ยท 5 min

Spending

Review categories, vendors, and recurring payments in Finipher.

Use Spending to understand where money went in your uploaded statements.

Steps

  1. Process bank or credit card statements.
  2. Open Spending.
  3. Review monthly income and spending.
  4. Check category rows.
  5. Review top vendors and recurring payments.
  6. Open source documents when a number looks surprising.

Tip

Spending is based on what you uploaded. Missing months can change totals.

You'll know it worked when

Categories, vendors, and recurring payments appear from your statements.

If this doesn't work

Upload a full month of statements and process them again. Then refresh Spending.

Related

Helpful links