Projects

A project is a private space for related documents, data and chat. Its kind determines the available recipes and document tools.

Kinds of projects

Choose Banking + Credit Cards, Investment, Assets / Liabilities, Retail Purchases or General Documents. Auto Detect can choose a kind from the statements you add. See Types of finance projects for guidance.

You can create an empty project, then add documents later. See Create your first project.

Managing and switching projects

The Dashboard shows projects and their relationships to workbooks. Projects can be renamed or deleted. Before deleting a project, review any workbooks that use it.

Chat, recipes and tables follow the project currently open. A workbook connects selected projects for a wider view; it does not replace or duplicate their source statements.