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Common Questions

Last updated: September 22, 2026 [r1.6]

Which statement formats and banks are supported?

PrivLedge imports PDF, CSV, and XLSX statements and auto-detects the format of statements from major Indian banks. Password-protected PDFs are supported via an inline unlock prompt.

How do I import a statement?

Tap Import, choose your PDF, CSV, or XLSX file, and PrivLedge parses the full transaction table automatically. Rows that overlap an earlier import of the same account are flagged in the import summary before you commit — they are kept on the statement, but excluded from your totals so nothing double-counts.

Can I try PrivLedge without my own statement?

Yes. On first launch, tap Import Statement → Open Sample_Statement.csv to walk through the import flow with a built-in sample statement from a fictitious bank — nothing real. The loaded sample is clearly banner-marked and removable in one tap.

Where can I see what changed?

See the PrivLedge changelog for short notes about updates already available through the App Store.

How does auto-categorisation work?

PrivLedge maps each transaction to an Income Tax Department category and suggests categories using an on-device classifier that learns from your corrections. You can override any suggestion with a tap. Categorising by hand works on every tier; the learning and the batch suggestions are PrivLedge Pro features.

Auto-Categorize says I need more examples. Why?

The classifier needs at least 30 transactions you have categorised yourself before it has enough to learn a pattern from, so below that it does not train and there is nothing to run. Settings shows how many you have. Keep categorising and the button starts working on its own.

Nothing you do in the meantime is wasted. Every category you assign is recorded as an example straight away, whether or not Auto-Learn Categories is switched on — leaving it off only means the model trains when you tap Learn Categories Now rather than after every save.

One thing that does not count: accepting a suggestion exactly as offered. The model would only be learning from its own guess. Correct it first, or categorise the transaction yourself, and it counts.

The running balance doesn't match my statement. What do I do?

It's always good idea to check Import Summary for another interpretation when one is offered at the time of importing a statement. In the reconciliation workspace, breaks in the running balance are highlighted. You can use Recalculate when the statement totals agree but its running-balance chain does not, reorder same-date transactions, edit amounts, delete spurious rows, or snap the opening or closing balance to resolve gaps.

How do I turn off App Lock?

Open Settings → Privacy & Security and turn off Require Face ID / Touch ID. PrivLedge asks for fresh device-owner authentication before disabling the lock. If you cancel the prompt or authentication fails, App Lock remains enabled.

Is my financial data private?

Yes. All processing happens on your device, and we operate no server for this app — there is nowhere for your transaction data to be sent and nothing for us to receive. With PrivLedge Pro you can optionally sync to your own private iCloud account; that is between you and Apple. See our privacy policy for details.