Personal · 5 min
Action Inbox
One Actions page with Inbox, Recurring, and All findings. Handle, snooze, mark expected, or remind.
Actions is the Personal work inbox. The sidebar shows one count — remaining work, not three overlapping badges.
Use the switch at the top of the list:
- Inbox — fees, past-due items, duplicates, and other rows you can Handle, Snooze, mark Expected, or Remind.
- Recurring — charges compared to their own history (price changes, new subscriptions, escrow).
- All findings — the full review list behind Dashboard Needs you first.
Steps
- Process your statements.
- Open Actions.
- Stay on Inbox for this week's work, or switch to Recurring / All findings.
- Tap the dollar amount to open the source page.
- Choose Handle now, Snooze, Expected, or Remind me.
Warning
Finipher can flag useful clues. It does not make financial, tax, or legal decisions for you.
You'll know it worked when
Action rows show fees, subscriptions, due dates, or unusual items, and a verb updates the row.
If this doesn't work
Upload statements with transaction details and process them again.