What is handled
- Transaction date and posting date on the same line.
- Closing date and billing-cycle days instead of a date range.
- Travel charges followed by arrival and departure date lines.
- Balances repeated for each portion of the account; the account total is the one checked.
Files are read inside your browser tab. Nothing is uploaded, no account is needed, and nothing is saved: closing the tab clears everything. The processing code is open source.
Questions
How does it tell payments from charges?
From the statement itself: a minus sign or CR marks a payment or credit, section headings such as Payments and Credits or New Charges set the direction, and an unsigned amount on a card statement is a charge.
Which date is used when a line shows two?
The posting date, which is the date QuickBooks bank feeds use. The match window is seven days either way, so the transaction date would usually match too.
Are my statements uploaded anywhere?
No. The files are read by code running in your browser tab. There is no server that receives them, no account and no storage; closing the tab clears them. You can check the code, which is open source.
Is it free?
Yes. There is no sign-up and no limit on the number of files.