Knowledge base

Do you regularly need to extract bank statements from paper versions, PDFs or JPEGs? You might be dealing with one page or hundreds; if you

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You’re facing deadline. You need to convert your PDF table to Excel – and quickly. But the huge selection of tools available online that pro

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If EODFromDayOne_1_0 is set to 1, then the opening balance is used as the EOD balance from the 1st of month 1 of the analysis, and the...

The graphs displayed in the summary tab show the total monthly amounts (split by debits and credits) and the monthly balance mid-points...

If BouncedFlagEOD_1_0 is set to 1, transactions within the ‘bounced’ tab are removed from the EOD balances for the day in which they...

If ExclusionFlagEOD_1_0 is set to 1 and ExclusionFlagEOD_type is set to ‘normal’, excluded transactions are removed from all EOD balances...

When analysing transactions from an Excel document, you can select multiple input Excel files from the file browser window (where each...

Certain words can be located within the narrative (separate from the other analysis features such as categories) and the existence of any...

‘Rolling average’ is defined as the 3 month rolling average of daily total activity (credits+debits), this generates 3 (‘X') values for...

Bounced transactions can be identified in a similar way to other categories, i.e. as receipts, payments or both that contain the...

The Barclays branch print out format can be extracted using StatementReader although the structure changes depending on the branch that...

All options set from the Options -> Analysis options window will be used as default the next time the user runs an analysis. In the...

First, click Options -> Analysis options, then select the ‘categories’ area. Here you can see all categories and, when one is selected,...