Upload your financial documents to get more personalized advice from our AI agents.
Supported file types
- PDF (.pdf) - Statements, tax returns, reports
- Word (.docx) - Financial plans, notes
- Excel (.xlsx) - Budgets, calculations
- CSV (.csv) - Transaction exports
- Text (.txt) - Plain text files
File size limits
- Maximum file size: 10MB per file
- Bank and card statements (CSV, Excel, OFX, QFX, QIF) are better imported through the Accounts page, where they become transactions and balances. See "Import bank and card statements".
How to upload
- Go to Settings → Agent Configuration → Knowledge
- Click "Upload Document"
- Select your file
- Choose which agent(s) should access it
- Wait for processing to complete
Document types to upload
For Warren:
- Bank statements
- Budget spreadsheets
- Investment account statements
- Loan documents
For Charlie:
- Tax returns
- 1099 forms
- W-2s
- Business expense reports
For Elizabeth:
- Portfolio statements
- Stock research reports
- Investment prospectuses
Privacy and security
All documents are:
- Encrypted at rest and in transit
- Visible to everyone in your household, so partners work from the same information
- Never shared with third parties
- Deleted when you delete your account