Name and file documents on your PC.

How the v1 workflow is intended to work

Ledger is not released. This is the planned workflow, not a live product.

1. Choose a folderSelect or drop a folder on your Windows PC. Ledger would discover supported files there.
2. Read locallyDigital PDFs would be read on the computer. Images and scans would use OCR where needed. v1 is not intended to require uploading documents.
3. Review suggestionsConservative filenames and destination folders would appear in a preview. Uncertain fields would be omitted or clearly flagged.
4. Edit, then applyChange a name, skip a file, or keep a document where it is. Accepted operations would run as a journalled transaction. The last completed batch is intended to be undoable.

Built around review, not bulk guessing.

Classification is not guaranteed for every file. Preview is mandatory.

• Four document classes

  v1 classes are Receipt, Invoice, Bank Statement, and Other. Photographed documents follow the document class. Bills are not a separate class. Contracts are outside initial v1 intelligence.

• Preview before apply

  Every proposed rename and move would be visible first. You can edit suggestions and choose which rows to apply. Ledger is not a watch folder.

• Undo the last batch

  Apply is intended as a filesystem transaction with a journal. The last completed batch is meant to be undone safely. Collision handling is designed to avoid overwriting unrelated files.