📁 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.
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