📁 Local Folder Structure

All your data is stored locally in the folder you selected. Here's what's inside:

StatementLock_Data/
├── statements/ — Your original PDF files (unchanged)
│   ├── AMEX 01-13-2026.pdf
│   ├── Schwab 01-2026.pdf
│   └── ...
│
├── cache/ — AI extraction results (one JSON per statement)
│   ├── 2026-01-1001-analysis.json — Amex Jan: transactions, categories, page numbers
│   ├── 2026-01-0818-analysis.json — Schwab Jan
│   └── ...
│
├── config/ — Your settings and rules
│   ├── category-rules.json — All keyword rules (PANERA → Dining, etc.)
│   ├── preferences.json — Custom categories, trim date
│   ├── action-items.json — Report action items with status and notes
│   └── report-history.json — Index of generated reports
│
└── reports/ — AI-generated reports (HTML)
├── Report Jan-Apr 2026.html
├── Report Jan-Apr 2026 (1).html — auto-incremented
└── ...

Nothing is stored outside this folder. No hidden files, no system directories, no cloud sync. Delete the folder and everything is gone. Use the 📦 Export Backup button in the Files tab to download a backup of your rules and settings.

To reprocess a statement: Delete its file from cache/ and re-drop the PDF.

To start fresh: Delete the entire folder and select a new one.

Ready to try it? Explore the live demo — no signup, no upload — or start a free trial from the home page.

More guides

🚀 Getting Started 🏷️ Categorizing Transactions 🔧 How Rule Builder Works ⚡ Handling Exceptions ➕ Custom Categories 🔧 Rule Syntax 📊 AI Financial Report 📄 Viewing Original PDFs 🔒 Privacy & Security 💡 Tips & Tricks ❓ Troubleshooting 🗑️ Deleting an Account