Uploading Files
Learn how to upload documents to your folders and understand file processing status.
Supported File Types
Bank statements, receipts, invoices
Max size: 10MB per file
Bank exports, transaction lists
Max size: 5MB per file
JPG, PNG receipt photos
Max size: 5MB per file
How to Upload
1 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
2 Upload Button
Click the "Upload" button in the folder's Files tab. You can select multiple files at once.
3 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