🔖 Where Each Figure Came From

Every statement card shows the figures the check used, and says where each one came from. On a verified card the list heads Figures we checked; anywhere else, Figures we read. Open Printed totals on the card to see the same figures one per row, alongside the box where you can type your own.

The point of the tags is that you never have to wonder whether a number on the card came off your statement or came from somewhere else.

The tags

• AI-read — the AI read this figure from your statement. This is the ordinary case. The label the AI read is shown beside it; if it doesn't match the line it's on — “Interest Charged” under Fees, say — the figure went in the wrong place, even if the statement verified.

• entered by you — you typed the figure in. On the entry form these rows read you entered rather than we read.

• not read — the app looked for this figure on your statement and couldn't find it. The card says so rather than showing a number it doesn't have, and a check that needed the figure doesn't run. Fees and interest are the exception: if the app can't read either one, the check counts it as $0.00 and carries on. So if your statement does show a fee or an interest charge, the totals won't add up and the statement comes back as Doesn't reconcile — type the figure in and check again. This also covers figures the AI read that didn't pass the checks above.

Tags don't change the arithmetic

Where a figure came from has no effect on whether a statement reconciles. The comparison is the same exact-cents arithmetic no matter who supplied the number. What the source does change is what the badge tells you: when a tie rested on a figure you supplied, the badge says so — totals entered by you.

There is one ranking, and it applies when two sources offer the same figure: anything you enter wins over what the AI read. A figure you typed is never quietly replaced.

A saved statement keeps its tags until a check re-runs

The tags are recorded when a statement is checked, and they are stored with that statement. Nothing re-labels them in the background. When the app gets better at reading a layout, new statements get the benefit immediately, and the statements already in your folder keep the tags they were saved with until something re-runs their check.

These re-run the check on a statement:

• Dropping the PDF in again.

• Entering printed totals, or clearing the ones you entered.

These do not: opening the app, switching folders, or using Accept or Reject, which record your decision without re-checking anything.

So a saved statement can carry a tag that's older than the app — a figure you once had to enter may be one the app would now read on its own. The figure and the verdict are unchanged; only the label is out of date. Re-load that statement and the tag catches up.