Position for iPhone
Position Help
Learn the main workflows, understand what Position is showing, and fix common problems in the external TestFlight beta.
Position turns selected bank, card and finance documents into a local ledger and an evidence-aware view of cash, debt, investments, assets and net worth. It does not connect to your bank.
Start
Start here
Getting started
Choose an empty ledger or begin with one statement, then check the first result.
Import your first statement
Use Files, Photos, a camera scan or the iPhone Share sheet.
Understand your financial position
Read confirmed balances, liabilities, assets and the evidence behind them.
Review what needs attention
Keep uncertain classifications out of analysis until they are resolved.
Tasks
Common tasks
Statements and Inbox
Import, unlock, retry, deduplicate and inspect statement evidence.
Accounts and Ledger
Confirm identity, search transactions, filter records and export a view.
Analysis
Read completed months, coverage, comparisons, confidence and qualified scenarios.
Assets
Add an asset, record ownership and keep estimated values separate from confirmed evidence.
Chat and AI
Ask about your records, inspect evidence and choose the external-AI boundary.
Backup, export and privacy
Create a portable backup, export the ledger or delete data deliberately.
Recovery
Fix a problem
Each recovery path explains what happened, whether data was saved, whether the original remains retained and what to do next.
Statement import failed
Retry analysis, unlock a PDF, reconnect AI or inspect the retained evidence.
Coverage or reconciliation is incomplete
Find a missing month, inspect arithmetic and avoid filling gaps silently.
A transaction needs review
Check the source row, meaning, category and effect on analysis.
Managed AI or credits are unavailable
Understand what stays queued and which local features continue.
A record will not save
Find the required field or invalid combination without losing the existing record.
A photo or document will not attach
Check permissions, file access and the current beta boundary.
Boundary
About Position
Local financial authority
The working database, ledger and encrypted originals live on your iPhone. Position does not host a financial database, ask for bank credentials or execute transactions.
Understand data and privacy →Certified local parsing; optional external AI
Exact certified layouts parse locally. Unfamiliar documents and Chat may use managed AI or your own OpenAI key after disclosure.
Check statement support →External beta
Position is available through an external, Bahrain-focused iPhone TestFlight beta. Public App Store release and real-money TestFlight purchases are not available.
Open Position in TestFlight (opens in a new tab)Read beta status →