Personal ยท 5 min

Timeline

See which months and document types Finipher has, and spot gaps.

Use Timeline to see what is on file before you trust a year-to-date total.

Steps

  1. Process your statements.
  2. Open Timeline.
  3. Choose the year if the app offers a year control.
  4. Look for missing months.
  5. Upload the missing statements.

After Delete data

Timeline should be empty when there are no documents. A year outline with no files is a template, not leftover data. If it still shows old amounts, refresh and confirm the wipe finished.

Tip

Do not compare an incomplete month against a complete one.

You'll know it worked when

You see months and documents from processed files, or an empty state after a wipe.

If this doesn't work

Upload statements with clear statement dates and process them again.

Related

Helpful links