Managing Document Folders
Learn how to create and organize document folders to keep your financial records structured.
What are Document Folders?
Document folders help you organize your financial documents by source or type. Each folder can have its own processing rules, making it easy to handle different document formats automatically.
Best Practice: Create one folder per bank account or credit card. This keeps your documents organized and allows you to configure specific processing rules for each source.
The Folder Dashboard
The Documents page displays all your folders in a grid layout. Each folder card shows:
Screenshot: Document folder grid showing BMO-Checking, TD-Checking, and other folders
- Folder name - The name you give your folder
- Category - Bank statement, credit card, receipt, etc.
- File count - Number of files in the folder
- Rules status - Shows if processing rules are configured
Folder Categories
When creating a folder, choose the category that best matches your documents:
Monthly bank statements from your accounts
Credit card statements and transactions
Purchase receipts and expense records
Invoices from vendors or to clients
Other financial documents