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Documents & Expenses

Upload and organize multiple documents

Free includes one introductory batch of up to 3 files (20 MB total). Ark supports repeated batches of up to 10 files (50 MB), and Ark+ supports up to 20 files (100 MB) per batch. Individual uploads remain available on Free.

How to use it

  1. Open Documents & Receipts, choose File tools, then expand Upload a document batch and choose multiple files.
  2. Set a document type for the batch, or choose a shared item, system, or room match on a paid plan.
  3. Ark and Ark+ can ask AI to extract details from each file; review and approve suggestions before they are saved.
  4. Upload the batch. Each file becomes its own searchable document record.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

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