Statements library#

Statements is the output folder shown as a list: every workbook the app has extracted, plus every CSV and OFX file it has exported since. It is where review and export start.

The Statements list with two workbooks and two exports.

The count beside Statements in the sidebar is how many files the list holds.

The toolbar: search, type filter, refresh, merge, batch export, delete all.

Control	What it does
Search field	Filters by filename as you type
Type filter	All / Excel / CSV, each with a live count
Refresh	Re-reads the output folder — use it after changing files outside the app
Merge all transactions	Combines workbooks into one — see Merge and batch export
Export to accounting	Runs one accounting export across several workbooks at once
Delete All	Deletes every listed file, after a confirmation

Filtering by type#

The type filter open, showing All 4, Excel 2, CSV 2.

Three choices. Excel narrows to .xlsx/.xls; CSV narrows to .csv and .ofx together — the two export formats. The number beside each label is how many files match, so you can see what a filter would do before choosing it.

Search and the type filter combine: a search inside the Excel filter searches only workbooks.

Rows#

Each row is one file: an icon badge for its type, the filename, its size, and when it was last modified. Clicking the filename opens the file in the computer's default application.

The review badge#

A workbook row carrying a review badge of 4.

An amber number after a workbook's name is how many cells the extraction flagged as uncertain. It is a prompt to open the editor and look, not a count of known errors — and its absence is not a promise that everything else is right.

Row actions#

Excel workbooks lead with Edit and Xero / QuickBooks / OFX. Everything else — a CSV, an OFX file — leads with Open, because there is nothing left to extract from it.

In a narrow window the inline buttons collapse into the row menu, which already carries every action.

The row menu: Open, Edit, Save as CSV, Show in folder, Merge in file, Export, Delete.

Menu item	What it does	Appears for
Open	Opens the file in its default application	Every file
Edit	Opens the in-app workbook editor	Every file
Save as CSV	Writes a plain CSV copy of the whole workbook	Workbooks
Show in folder	Reveals the file in Finder or File Explorer	Every file
Merge in file	Merges the transaction sheets within this one workbook	Extracted workbooks
Export to Xero / QuickBooks / OFX	Opens the accounting export	Workbooks
Delete	Deletes this file, after a confirmation	Every file

Save as CSV and the accounting exports are different things. Save as CSV dumps the workbook as it stands, columns and all. An accounting export reshapes the transactions into the layout Xero, QuickBooks, or an OFX importer expects.

Selecting statements#

Two workbooks ticked, with the merge and export buttons showing the count.

Extracted workbooks carry a checkbox. Ticking some restricts Merge transactions and Export to accounting to those; with nothing ticked, both act on every eligible workbook, which is why the buttons read all rather than showing a count you did not make.

A merged workbook is itself excluded from being merged again.

Empty states#

The Statements page with nothing in the output folder.

An empty output folder offers Refresh. A search or filter that matches nothing says so and names the search term, so an empty list is never ambiguous between "no files" and "no matches".

Deleting#

Delete removes one generated file; Delete All removes every file in the list. Both confirm first, and both act only on files the app produced — your original bank statements are somewhere else entirely and are never touched.