How to Process PDF Bank Statements (** New)
Quickly convert your bank or credit card PDF statements into organized expenses or income entries in Foreceipt. This process helps auto-assign categories, identify potential duplicates, and streamline your financial tracking.
Prefer a visual guide? Watch our 2-minute tutorial
Step-by-Step Guide
1. Upload Your PDF Statement
Click on “Upload PDF Statement” and select your bank or credit card PDF file.
2. Select the Associated Bank Account
Choose the bank account that corresponds to the statement you're uploading.
Once processed, Foreceipt will display a list of transactions from the PDF. Each transaction will have an auto-assigned category and a flag indicating potential duplicates.
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Duplicate Detection: If a transaction matches an existing entry in Foreceipt, it will be flagged as "Match Found in Foreceipt." Click on the "Yes" link to view the matching transaction. If it's indeed a duplicate, you can choose to delete or ignore it.
4. Add Transactions to Foreceipt
Select the transactions you wish to add, then click “Add to Foreceipt.” You can make any necessary edits to the details before finalizing. Once added, these transactions will be removed from the pending list.
