Words together means all of them. AND, OR and NOT in capitals, "quotes" for an exact phrase, and brackets to group. Searching happens in your browser. What you type is not sent anywhere.
📄 Viewing Original PDFs
Every transaction has a 📄 button that opens the original statement PDF in a new window, positioned at the page where that transaction appears.
This is useful for verifying charges, checking amounts, or seeing context that wasn't captured in the extracted text.
Note: Page positioning works best with statements processed after the page-tracking feature was added. Older cached data opens at page 1.
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✅ How Verification Works🎯 What Each Figure Counts🔖 Where Each Figure Came From🏷️ Categorizing Transactions🔧 How Rule Builder Works⚡ Handling Exceptions➕ Custom Categories🔧 Rule Syntax📊 AI Financial Report🔒 Privacy & Security💡 Tips & Tricks❓ Troubleshooting🗂️ Files & Cleanup🗑️ Deleting an Account📁 Local Folder Structure