Keep monthly bank statements

The Statements tab keeps one PDF statement per month for each bank account, so the bank's own record sits next to your reconciliation.

Open the statements

1. In the sidebar, click Banking and select the account.
2. Open the Statements tab. Use the date filter to choose which months to list.

Each row is a month and shows the Source (Upload or Plaid), the Status (Ready, Pulling, Failed or Empty) and when the file was last uploaded or pulled.

Upload, view, replace or delete a statement

Use the icons at the end of each row:

• Upload — attach a PDF for that month (up to 50 MB), then click Upload.
• View — open the statement in a preview.
• Replace — upload a new PDF in place of the one on file.
• Delete — remove the PDF for that month.

Pull statements from the bank

If the account is connected to a bank feed (see Reconcile a bank account):

1. Click Enable statements the first time.
2. Click Pull from bank to fetch the statements for closed months.

Pull from bank is unavailable when every closed month already has a statement, or when the only missing month hasn't ended yet. Hover over the button to see why.