Troubleshooting#

Start with the message shown beside the file in the processing queue, or in the red banner on the export page. They name the actual cause more often than not.

Adding files#

"Unsupported file type." The app takes PDF, JPG/JPEG, and PNG. A ZIP is expanded first, and only PDFs and images inside it are queued.

"File already exists." A file of that name is already in the queue. Rename it, or clear the queue and re-add.

"Failed to read PDF pages." The PDF is damaged, or encrypted with a password. Re-download it from the bank; if it is password protected, remove the password first.

"The archive could not be opened." The ZIP is truncated, not really a ZIP, or password protected. Extract it yourself and drop the files.

"The archive holds no PDFs or images." Everything inside was some other file type. Check what is actually in it.

Skipped items after dropping a ZIP. The named entries were not statements. Anything that was a PDF or image did get queued — the message is informational.

The engine#

The drop area is disabled and shows a "no entry" cursor. Either a conversion is running, or the engine has not finished starting. Watch the chip in the top bar.

"Engine failed." The chip becomes a button — press it to retry startup. If it never becomes ready, quit and reopen the app. A reinstall is the next step after that.

Conversion#

Every conversion sends me to the License page. The license check failed. See License and trial.

One statement failed and the rest succeeded. Press Retry; it restarts only what failed. If it fails again, the page itself is probably the problem — see below.

The results are wrong or half-empty.

• Use the bank's original downloadable PDF rather than a photo or a scan wherever possible. A PDF carries a text layer; a photo has to be recognised character by character.
• If a photo is unavoidable: whole page in frame, upright, flat, sharp, evenly lit, no shadow, no fold across the table, no highlighter.
• A statement whose layout is very unusual may need corrections in the workbook editor. That is what the editor is for.

Conversion is slower than expected. Several statements convert at once, bounded by what this machine's cores and memory can carry. A long scanned document is simply slow — the page counter under the progress bar shows it is moving.

Finding the output#

I cannot find the workbook. Settings shows the active output folder. From a Statements row, Show in folder reveals the file directly.

The list is out of date. Press Refresh. The app reads the folder on demand, so files added or deleted outside it are not noticed until then.

The workbook editor#

"Failed to load workbook." The .xlsx was moved, deleted, or overwritten while the app had it listed. Press Retry, then Refresh on Statements.

The Xero / QuickBooks button is greyed out. There are unsaved edits. Save first — the export must read what you are looking at.

Undo did not undo my typing. Undo covers structural and bulk operations. Typing is undone by the cell itself: press Cmd+Z / Ctrl+Z while the cell still has focus.

A long value looks cut off. Drag the divider on the right edge of the column letter, or double-click it to fit the column to its widest value.

Accounting export#

"Unable to preview this workbook." Press Retry. If it persists, open the workbook in the editor and confirm it still has recognisable transaction rows.

The export button is disabled. One of: a preview is still loading; the preview reported a red error; an export is already running; or — for OFX — the account details are incomplete. The footer says which.

A statement-totals row says "differs". The transactions the app found do not add up to the total the statement printed. Something was missed, read twice, or read with the wrong sign. Find it in the editor before exporting; do not export past this.

The transaction count is lower than the statement's. Expand Excluded rows and read the reasons. Rows excluded by a judgement — balance rows, totals, zero amounts — carry an Include button.

Amounts have the wrong sign in my accounting system. Turn on Invert amounts and check that Money in and Money out swap the way you expect.

Dates import wrong. The receiving system is reading a different order. Change the date format on the export page — day-first and month-first look identical for the first twelve days of a month, so a wrong guess can go unnoticed for a while.

The app asks for a statement period. The workbook's dates carry no year. Enter the period from the statement, or fix it once in the editor with Add year to dates.

Payee and reference are missing from my QuickBooks import. QuickBooks' format is three columns — date, description, amount. Export to Xero or OFX if you need the other fields.

My accounting app will not match the OFX file to an account. The account identifiers are wrong. Use your institution's real bank code and account number, not the invented ones from the sample statement.

Export is not offered at all. You are looking at a CSV or an OFX file, not an extracted workbook. Exports are built from workbooks.

Notifications#

No notification after a conversion. Check the switch in Settings. If macOS has denied permission, turning the switch on offers a route to System Settings — macOS does not re-prompt on its own.

Still stuck#

Use Contact support on the About page, and include the version, OS, file format, layout, and the exact message. Redact account numbers, names, addresses, and transaction detail before sending anything.