• Drop all PDFs at once — select 12+ files and drop them together. They process sequentially with progress tracking.
• Trim date — Use the trim date in Insights to hide old transactions from the dashboard without deleting them. Reports can still access the full date range.
• Rule sorting — In Insights, toggle between sorting rules By Keyword, By Category, or By Date to find and manage rules quickly.
• Edit rules inline — Click 🔧 on any rule in the Insights list to change its keyword or target category without deleting and recreating.
• Rename transactions — Click ✏️ to fix a bad AI extraction. The new name auto-uppercases and triggers rule re-matching.
• Re-select folder — Click the 📁 folder name in the header if you need to refresh folder permissions after a browser restart.
• Reprocess a statement — Delete its cache file from the cache/ folder and re-drop the PDF to get a fresh AI extraction.
• Backup & Restore — Use 📦 Export Backup in the Files tab to save your rules, preferences, and action items. Use 📥 Restore Backup to load them into a new folder or after a fresh install.
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