Credit card statements

Where to find it

Transactions → Credit card statements

✅ Common tasks

Upload statements

1. Click Upload credit card statements.

2. Choose one or more files from your device.

3. Upload PDF or image files only: PNG, JPEG, WebP, GIF, or HEIC.

4. Wait for processing after upload.

Files larger than 50 MB are skipped.

Review a statement

1. Click a statement filename to open it.

2. Check the status badge: Processing, Open, Completed, or Failed.

3. Review the upload date and any error message shown.

4. Scroll to load more statements.

A duplicate row is visually de-emphasised when it is fully reviewed or flagged as duplicate.

Review statement lines

1. Open a statement that has finished extracting.

2. Select pending lines using the checkboxes, or click Select all pending lines.

3. Click Approve or Reject.

4. Click Add transaction to create a missing manual line.

5. Click the edit button to correct extracted values before confirming.

You can only approve, reject, or edit lines that are still pending review.

🔗 See also

• Transactions page

• How transaction matching works

• Unlinking and correcting a transaction match

• Getting documents into Cashfeed

• Activity and document history