Bank statement upload, matching and “awaiting match”

On WhatsApp

1. Message STATEMENT (or just say you want to send a statement) — SubReady switches to statement-upload mode.
2. Download the statement PDF from your banking app — one month at a time works best. Credit-card statements are supported too.
3. Send the PDF in the chat. SubReady reads every transaction, de-duplicates, auto-categorises, and matches lines to invoices and expenses you’ve already logged — so nothing counts twice.
4. Review the summary it sends back. A line that’s personal? Reply “this transaction is personal” or “that’s drawings” and it’s excluded from business figures.
5. Wrong file? Say so — “I uploaded the wrong statement” — and SubReady sorts it.

In the web or mobile app

1. Open Bank and upload the statement PDF there.
2. Review transactions, adjust categories, and confirm or correct matches line by line.

What “awaiting match” means

A card expense you logged (say, a receipt from Tuesday) that hasn’t yet appeared on any uploaded statement sits in awaiting match. It’s still in your books — the label just means the bank hasn’t confirmed it yet. Upload the next month’s statement and matches clear automatically. Cash expenses never appear on statements, which is why telling SubReady “cash” matters.