Upload your papers

A bank statement, a profit and loss, a loan or card statement, a tax estimate, a bill.

  1. Open Money & health, then Papers, or put the file in the Money & plans folder in Files. PDF, CSV, text, Markdown or JSON.
  2. Press Analyse with Trig. It works out what kind of paper it is and pulls the figures.
  3. The figures land in the panels straight away, each marked "from <document>". The result panel lists what was added.
  4. Press Remove what this added to take them out again as a set.
Tip:Reads are capped at three per ten minutes per workspace, so a paper that will not analyse cannot run up a bill. A budget or a business plan yields no figures, by design.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.