Accounts you keep up to date with statements don't update on their own. So we keep track of when each one's next statement should be out, and remind you to upload it.
How the schedule is worked out
Each statement you upload has a closing date. From an account's statements, we work out its rhythm: monthly, weekly, every two weeks or quarterly. With only one statement so far, we assume monthly. Monthly statements follow the calendar, so one that closes on the 21st is expected on the 21st of each month.
A statement counts as ready one day after it closes, since banks usually post it within a day or two.
A CSV export has no closing date, so we use the date of its last transaction instead. PDF statements give the most accurate timing.
Where you see it
- On the account: under each statement account on Accounts, a line such as "Statements through Aug 21 · monthly · next closes ~Sep 21". When statements are ready, a small strip says how many and which dates, with an Upload button.
- As a banner: on the Overview, Transactions and Accounts pages, a reminder such as "Your Sep 21 statement is ready", with Upload and Not now. If you've missed a few months, it says how many, like "3 statements are ready", and lists their dates.
Upload takes you straight to the statement upload. Once the statement is in, the reminder clears and the schedule moves on.
Not now
Not now hides the banner for every statement waiting at that moment. When the next statement closes, the reminder comes back.