Personal · 5 min
Upload statements
Add PDFs, photos, or CSV files, then process them as one batch.
Documents is where you add files and see the library. Processing is a separate click.
Steps
- Open Documents.
- Drag PDFs, images, CSVs, or text files into the drop zone, or choose Choose Files.
- Review the staged list. Add as many files as you want.
- Click Process Documents when the batch is ready.
- Watch the jobs rail. The library below lists files by type after they are processed.
Tip
PDF statements are the main path. Photos of a page work when you do not have a PDF. The optional bank link on Personal Pro is extra and can be revoked.
Household
If you are in a household, the upload may ask whose account the file belongs to. Do not file a partner’s statement as yours.
You'll know it worked when
The files appear in the list and, after Process Documents, their status moves from staged or uploaded to processing.
If this doesn't work
Try one file first. If Dashboard stays empty, see Fix: empty dashboard.