Documentation
Everything you need to get the most
out of Sortlumo.
Guides, feature deep-dives, and short how-tos for turning statement PDFs into a calm, categorized picture of your money — without ever linking a bank.
Get started
New here? Go from a PDF to a clear picture of your spending in minutes.
What is Sortlumo?A privacy-first way to turn bank and credit-card statement PDFs into categorized spending — no bank linking.Quick startFrom sign-up to a categorized statement in three steps.Tour of your dashboardWhat each section of the dashboard is for.Plans, quotas & pricingFree, Personal, and Pro — what's included and where the limits are.
Core features
Everything Sortlumo does once your statements are in — and how each piece works.
Auto-categorization & the 22 categoriesHow Sortlumo sorts every transaction and cleans up merchant names.Subscription detectionSortlumo finds the recurring charges you forgot about and annualizes them.Accounts: track multiple statementsKeep checking, savings, and each credit card in its own space.Insights, trends & anomaly alertsMonth-over-month trends, spend-cut opportunities, and unusual-charge alerts.Payment calendar & remindersUpcoming due dates and projected recurring charges, laid out by month.Excel exportEvery categorized transaction as a clean .xlsx, one click away.
How-tos
Short, task-focused guides for the things people actually do.
Convert a statement PDF to ExcelThe full path from a raw PDF to a categorized .xlsx file.Add statements by emailForward a statement email and Sortlumo reads the PDF automatically.Upload a password-protected PDFUnlock an encrypted statement so Sortlumo can read it.Re-categorize a transactionChange a category when you disagree — and make it stick.Find & cancel forgotten subscriptionsUse the Recurrent tab to hunt down recurring charges you no longer use.
Account, billing & privacy
Manage your plan, verify your email, and understand how your data is handled.
Verify your emailWhy verification matters and how to complete it.Manage or cancel your planUpgrade, downgrade, switch billing period, or cancel anytime.Privacy & your dataNo bank linking, your data is yours, and how statements are handled.Supported banks & filesWhich banks work and what kind of file Sortlumo can read.
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