Financial Fern help

Getting started with Financial Fern

Create a workspace, upload the records you already have, and confirm suggestions in short sessions.

Uploading statements, receipts, and exports

Upload bank or card statements, receipt photos, and supported Amazon or Shopify CSVs.

Review sessions

Confirm, change, or skip Fern’s match and category suggestions. Nothing is final until you act.

Understanding transactions

Browse charges, open a transaction, and fix category or match details after you confirm them.

Receipts and matching

Upload receipts and confirm the matches Fern suggests against transactions.

Managing accounts

Keep checking, cards, PayPal, Etsy, and other accounts straight so uploads land in the right place.

Understanding reports

See totals for a period, by category and account, from the records you have confirmed.

Categories and rules

Name expense categories and optional rules in Settings, then confirm them in Review.

What Fern can answer

Fern suggests matches and categories from the files you uploaded. You confirm every decision.

Data, privacy, and deleting your account

How to think about uploaded records, AI providers, and deletion requests.