Desktop app ยท 5 min
Timeline
Use Timeline to see which months and document types Finipher has.
Use Timeline to spot missing months and review what is on file.
Steps
- Process your statements.
- Open Timeline.
- Choose the year if the app offers a year control.
- Look for missing months.
- Upload missing statements before trusting year-to-date totals.
Tip
Timeline helps you avoid comparing an incomplete month against a complete one.
You'll know it worked when
You see months, documents, and tax-relevant clues from processed files.
If this doesn't work
Upload statements with clear statement dates and process them again.