Uploading Files
Learn how to upload documents to your folders and understand file processing status.
Supported File Types
PDF
Bank statements, receipts, invoices
CSV
Bank exports, transaction lists
Images
JPG, PNG receipt photos
How to Upload
Drag & Drop
The easiest way to upload files. Simply drag files from your computer and drop them into the folder's Files tab.
Drag & drop files here
or click to browse
Upload Button
Click the "Upload" button in the folder's Files tab. You can select multiple files at once.
Click to open file browser
Batch Upload
You can upload multiple files at once. Select all the files you want to upload using Ctrl+Click (Windows) or Cmd+Click (Mac) in the file browser.
Organizing by Month
Files are organized by month within each folder. Use the month picker to:
Screenshot: Month picker showing available months with file counts
- View files from a specific month
- See file counts per month
- Files are automatically dated based on their content