{% extends 'base.html' %} {% load static %} {% block title %}Upload Bank Statement{% endblock %} {% block content %}
{% if usage_stats %}
{% if usage_stats.limit == -1 %}
Unlimited Uploads
Your plan includes unlimited bank statement uploads this month. You've uploaded {{ usage_stats.used }} statement(s) so far.
{% elif usage_stats.limit == 0 %}
Feature Not Available
Bank statement uploads are not included in your current plan. Upgrade your plan to access this feature.
{% else %}

Bank Statement Uploads

{{ usage_stats.used }} of {{ usage_stats.limit }} uploads used this month
{{ usage_stats.remaining }}
remaining
{{ usage_stats.percentage|floatformat:0 }}%
{% if usage_stats.remaining == 0 %}
Upload Limit Reached! You've used all {{ usage_stats.limit }} upload(s) for this month. Upgrade your plan for more uploads.
{% elif usage_stats.percentage >= 90 %}
Almost at Limit! You have only {{ usage_stats.remaining }} upload(s) remaining. Consider upgrading for more uploads.
{% elif usage_stats.percentage >= 75 %}
You have {{ usage_stats.remaining }} upload(s) remaining this month.
{% endif %}
{% endif %}
{% endif %}

Statement Upload Form

{% csrf_token %}
{{ form.bank_account }}
{{ form.bank_account.help_text }}
{% if form.bank_account.errors %}
{{ form.bank_account.errors }}
{% endif %}
{{ form.statement_month }}
{{ form.statement_month.help_text }}
{% if form.statement_month.errors %}
{{ form.statement_month.errors }}
{% endif %}
{{ form.file }}
{{ form.file.help_text }}
{% if form.file.errors %}
{{ form.file.errors }}
{% endif %}
{% if form.non_field_errors %}
{{ form.non_field_errors }}
{% endif %}
Cancel
Upload Instructions
Before uploading:
  1. Select Bank Account: Choose which bank account this statement belongs to
  2. Select Month: Choose the month of the statement (e.g., December 2024)
  3. Prepare PDF: Ensure your statement is in PDF format
  4. Check File: Make sure the PDF is readable and not password-protected
After uploading:
  • AI Processing: Transactions will be extracted automatically using AI
  • Review Results: Check the extracted transactions for accuracy
  • Reconciliation: Match extracted transactions with your system records
  • Export: Use the Auto Export button to create system transactions
{% if usage_stats and usage_stats.limit > 0 and usage_stats.limit != -1 %}
Note: Bank statement uploads consume AI processing resources. Your current plan allows {{ usage_stats.limit }} upload(s) per month. {% if usage_stats.remaining > 0 %} You have {{ usage_stats.remaining }} upload(s) remaining this month. {% else %} You've reached your monthly limit. Upgrade for more uploads. {% endif %}
{% endif %}
{% endblock %}