Files

Where are my documents, and what happened to each one? Files is the store behind everything else: you upload statements here, organise them into folders, and watch each one move through processing.

What it shows

A folder tree. Folders and files sit in the same table, folders first, and a folder's contents load the first time you open it.

Column	What it contains
Name	The folder or file name. Always visible, and editable in place.
Type	The file's extension. Folders show as folders.
Size	The file size, in B, KB, MB or GB. Folders show a dash.
Modified	When the file was added.
Location	The storage location the file is held in.
Status	The processing status of the statement extracted from the file, colour-coded.
Actions	Download and delete for files; delete for folders.

Status values are PENDING, PROCESSING, COMPLETED, FAILED and QUARANTINED. A file that has never been analysed shows a dash.

Features

Feature	What it does
Upload	Adds one or more files at once.
New folder	Creates a folder to group statements.
Drag to move	Drag a row onto a folder to move it there. Drop it on the empty area around the table to move it back to the top level.
Drag to copy	Hold Ctrl (or ⌘) while dropping to copy a file instead of moving it. Folders can only be moved.
Rename in place	Click a name, type, and press Enter. Renaming a folder moves everything inside it with it.
Column chooser	Show or hide any column except Name.
Column reorder	Drag column headers to rearrange them.
Sorting	Click a header to sort ascending, again for descending, and a third time to remove the sort. Folders always stay above files.
Location filter	Show only the files held in one storage location.
Download	Retrieves the original file exactly as uploaded.
Delete	Removes a file, or a folder and everything inside it, after confirmation.

The simple list view

A flat, breadcrumb-based list of the same files is available at /files/list. It adds:

Feature	What it does
Drag-and-drop zone	Drop statements anywhere on the panel, or click to browse.
Choose where new files are stored	Pick the storage location for uploads, grouped by region, or use your account default.
PDF password	Supply a one-time password for an encrypted PDF. It is used for that analysis only and is never stored.
Analyze	Starts processing for a file that has not been analysed yet.
Retry	Re-runs processing for a file whose statement failed or was quarantined.

In this view, uploading also starts analysis automatically. In the folder browser, uploading stores the file without starting analysis.

How to use it

1. Click Upload, or drag files onto the drop zone in the list view.
2. Watch the Status column: a file moves to COMPLETED when its transactions are available.
3. Create folders and drag statements into them to keep years or accounts apart.
4. Rename anything that arrived with an unhelpful filename.
5. If a file failed, open the list view and use Retry; if it was an encrypted PDF, enter the password first.

Notes and limits

• Accepted file types: CSV, TSV, PSV, TXT, XLS, XLSX, PDF, JSON, QIF, QFX, OFX, HTML, HTM, and photos or scans as JPG, JPEG, PNG, WEBP or GIF.
• Maximum file size is 100 MB. Anything else is rejected with a message naming the accepted types.
• Processing is asynchronous. Upload returns immediately and the Status column updates as work completes.
• Deleting a folder deletes everything inside it and cannot be undone.
• A folder cannot be dropped into itself or into one of its own subfolders.
• Choosing where a file is stored is a data-residency choice — see Data residency.
• Uploads count against your monthly page allowance — see Plans & limits.