File size and count limits
| Upload path | Max file size | Max files | Supported types |
|---|---|---|---|
| + Add Data Source → Upload Invoices/Receipts | 10 MB | 20 | PDF, JPG, CSV |
| + Add Data Source → Import subscriptions (card statements) | 10 MB | 20 | CSV |
| Subscription detail → upload | 10 MB | Per dialog | PDF, JPG |
| Needs review → approve with documents | 8 MB | 10 | CSV, PDF |
Public upload link (/p/<token>) | 8 MB | 20 per session | PDF, JPG, PNG |
| Chrome extension popup | 8 MB | Varies | PDF, JPG, PNG, CSV |
Why two sizes? In-app bulk uploads allow 10 MB; public and review flows cap at 8 MB for faster processing and consistent recipient experience.
Statement CSV tips
- Export from your card portal as CSV when importing subscriptions in bulk.
- Include columns for date, merchant/description, and amount when possible.
- ClearSpend matches merchants to known vendors; unknown rows may create new subscriptions or land in Needs review.
Invoice and receipt formats
- PDF and JPG work for individual invoices and receipts.
- Scanned PDFs and photos are supported; OCR extracts vendor, amount, and date.
- Multi-page PDFs are treated as one document.