Monthly Statement Uploads
Upload bank, credit card, mortgage, HELOC, brokerage, crypto, payroll, and donation records. Files are validated before submission.
What gets extracted
- →Transactions with merchant, date, amount
- →Categories and tax tags
- →Account balances and APRs
- →Credit utilization
- →Investment positions and performance
- →Donation receipts and amounts
- →Payroll income and withholding
- →Mortgage/HELOC payments and escrow