Personal ยท 5 min
Choose Personal
Use the Personal workspace for your own household-finance documents.
Choose Personal when the statements belong to you or your household, not to a business.
Steps
- Open Finipher on the web or desktop.
- Sign in.
- If the account menu lists a business, switch back to Personal.
- Upload your own bank, card, loan, brokerage, and tax forms here.
- Open Household only when a second adult should share selected accounts.
Tip
Do not drop business invoices into Personal. Open or add a Small Business workspace instead.
You'll know it worked when
The sidebar shows Dashboard, Actions, Spending, Tax packet, Timeline, Documents, Ask, and Search.
If this doesn't work
Use the account menu at the bottom of the sidebar. Personal and each business are separate rows.