File size and count limits
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.