Gold Silver Ledger

A triage for when a transaction you recorded doesn't appear in your Transactions list. Most often it's a filter or the wrong portfolio scope, less often a save that never…

A transaction is missing from my list

A triage for when a sale you recorded hasn't moved the item out of your held inventory. Usually it's the wrong item selected in the SELL flow, a SELL transaction…

An item I sold is still showing as held

Troubleshooting when your held inventory shows fewer items of a product than you bought. Usually one was sold (intentionally or not), the original BUY recorded the wrong quantity, or a…

I bought 10 of something but only see 9 in my inventory

What to do if you deleted a transaction by mistake. There's no undo button — the path forward is to re-record from whatever source you have. What recovery looks like…

I deleted a transaction by mistake — can I recover it?

What to do when a bulk upload didn't land cleanly — whether it failed at upload, surfaced errors at the preview, or finished with unexpected results. How to diagnose and…

My bulk upload failed

Questions about transactions and holdings

Transactions & Inventory

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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