Walletguide
ConceptsCommon objects

Files

Attaching statements, contracts and receipts, and having a parseable statement become transactions.

Files live in the wallet and can be attached to a transaction: a receipt against a purchase, a contract against a loan, a statement against an account.

Parsing

Some uploads are more than an attachment. A statement in a recognised format is parsed into transactions, which you then review before they land — see importing your own files.

The file keeps its parse status, so one that failed is visible rather than silently doing nothing.

Assigning

A file can be assigned to a transaction and unassigned again. This is how a receipt ends up next to the payment it belongs to, which is the thing you want a year later when someone asks what that was.

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