Sources

A source is a file (or set of files) that feeds data into a project — a bank statement, a brokerage statement, a spreadsheet export, or a general document. A project can have as many sources as you like; the Add your first source page covers adding one.

Managing sources

The Sources view for a project lists everything that's been added, with a few actions available on each:

• Relocate, where offered — point a source at a new location if the app still needs its original file. Imported financial statements normally have an encrypted local copy.
• Rescan — re-run parsing on the existing file in place, useful after a parser has been fixed or improved.
• Remove — take a source (and its data) out of the project.

When a format isn't recognized

Review the import result when a file is not recognized. Being listed as a source does not mean financial records were extracted. General Documents can be used for document questions; structured financial analysis needs a supported format. To request support or a parser fix, see Add New Institution.