Transactions → Credit card statements
Open Credit card statements from Transactions.
Select Upload credit card statements.
Choose one or more PDF or image files.
Upload files under 50 MB each.
Only PDF, PNG, JPEG, WebP, GIF, and HEIC files upload; others are skipped.
Review the toast for any skipped files and their reasons.
Upload names are sanitized before processing.
Open an uploaded file to see its extraction run.
If status is Processing, wait and refresh later.
If status is Failed, read the error message on the run.
If the statement has pending lines, it shows as Open in the list.
Use the list view to spot duplicates flagged as Duplicate.
A file can look completed while still having lines waiting for review.
Open a succeeded extraction run.
Review the extracted statement lines and select pending ones for approval or rejection.
Use Add transaction if a line was not extracted at all.
Use Edit on a line to correct name, description, date, amount, currency, or reference.
Use Reset to move a rejected or approved line back to pending review.
Transaction matching is separate from reviewing statement lines.
You can only add manual lines after extraction finishes successfully.
Select one or more pending lines.
Click Approve to confirm them as transactions.
Click Reject to reject selected pending lines.
Use the run-level reject action to dismiss all pending staging rows.
If you approve a line by mistake, reset it back to pending and review it again.
Only pending lines are selectable for bulk approve or reject.
Wait until the current upload finishes.
Try again after closing and reopening the page.
Contact Cashfeed support if the button never re-enables.
Check the toast message for the filename and reason.
Upload a supported file type only.
Split files larger than 50 MB into smaller statements.
Re-save the file as PDF or a supported image format if needed.
Refresh the statement page after a moment.
Open the extraction run again to check its status.
Contact Cashfeed support if it stays queued or running too long.
Open the run and read the error message.
Re-upload a clean copy of the statement file.
Contact Cashfeed support if the file still fails.
Open the run only after extraction succeeds.
Use Add transaction to enter the missing line manually.
Refresh the page if lines are still loading.
