Question 1

Which statement PDFs can I review?

Accepted Answer

Review text-based statement PDFs up to 5 MiB and 50 pages. A PDF needs readable text in a Date, Description, and Amount layout, with amounts in USD. Scanned or image-only PDFs, other layouts, and statements in other currencies are not supported.

Question 2

What happens when I review a statement, and can I edit the rows?

Accepted Answer

Your browser sends the file name and PDF contents to /api/statement-review. The app’s server-side PDF parser returns transaction rows; this flow does not use a third-party extraction provider. You can edit the Date, Description, and Amount values in your browser. Downloads stay disabled until every edited row is valid.

Question 3

Can I export to CSV or Excel?

Accepted Answer

Download reviewed rows as CSV or Excel (.xlsx). Both files include Date, Description, and Amount from the valid reviewed rows. They are generated in your browser and downloaded to your device.

Question 4

What happens to my statement and rows after review?

Accepted Answer

The selected file and returned rows stay in browser page state while the review screen is open, and the API receives the PDF while processing it. The current app code does not write statement PDFs or extracted rows to its database or object storage, and it sets no app-level retention period. Start over clears the file input and on-screen review state; it is not secure erasure or a server-side deletion. Hosting, network, and request-log retention is unspecified.