Credit card statements

Where to find it

Transactions → Credit card statements

✅ Common tasks

Upload a statement

1. Open Transactions → Credit card statements

2. Click Upload credit card statements

3. Choose one or more PDF or image files

4. Wait for each file to show a Processing status

Only Owners and Admins can upload statements, and each file must be under 50 MB.

Review extracted lines

1. Select a statement filename to open it

2. Check each line's counterpart, date, amount and status

3. Click Edit on a line to correct any details

4. Use Add transaction if a charge is missing from the extraction

Negative amounts are card charges; positive amounts are refunds or payments.

Approve or reject lines

1. Select the pending lines you want to process

2. Click Approve to create transactions from them

3. Click Reject to exclude unwanted lines instead

4. Confirm if a duplicate warning appears for a re-uploaded file

Use Undo on a confirmed or rejected line to send it back to pending review.

🔗 See also

• Transactions page

• How transaction matching works

• Unlinking and correcting a transaction match

• Managing multiple synced bank accounts

• Incoming invoices