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YOUR PAPERWORK. SORTED.

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Friendly answers and simple guides for everything HiFiler.

HELP CENTRE · FAQs

Questions? Sorted.

Find clear answers about banking, documents, reminders and everyday HiFiler tasks. No accounting degree required.

TOPIC

Getting started

What is HiFiler?
HiFiler helps you organise everyday financial admin: bank transactions, receipts, warranties, insurance, bills, subscriptions and exports. It is an organiser, not an accounting or banking service.
Can I use HiFiler on my phone or computer?
Yes. Open HiFiler in a compatible browser on your phone, tablet or computer. On supported devices you can also install it as a Progressive Web App (PWA).
How do I put HiFiler on my phone’s Home Screen?
First log in at hifiler.com and tap Open HiFiler. On iPhone/iPad use Safari → Share → Add to Home Screen → Add. On Android use Chrome → ⋮ → Install app (or Install and create shortcut). See the illustrated installation guide →
Does HiFiler connect to my bank account?
No. You upload a statement or add records yourself. HiFiler never needs your online banking password.
Which currencies can I use?
Select your preferred currency in More → Settings. Saved amounts retain their original currency; HiFiler does not convert currencies or fetch exchange rates.
Can I use it outside South Africa?
You can access the website from supported locations, but bank formats, local terminology, languages and regional compliance are still being tested. Always review your results.
TOPIC

Bank statements & categories

How do I upload a bank statement?
Open Bank and choose Upload bank statement. For AI extraction, tick the consent checkbox, then tap Tap to browse. You can import bank CSV files without AI.
What files can I upload?
Bank statements: PDF (up to 4 MB) or supported CSV (up to 2 MB). Receipt and policy uploads support PDF, JPEG, PNG and WebP up to 4 MB. If an iPhone photo is HEIC, convert it to JPEG first.
Does HiFiler automatically save everything AI finds?
No. Review the proposed records against your original statement or document, correct mistakes, then confirm the records you want to save. AI-generated details may be wrong or incomplete.
Can I change a transaction category?
Yes. Open a saved transaction or select a draft during review, choose a different Category, and save. You can also add a custom category. The category describes what a purchase was for, not how you paid.
What is “Bank Your Change”?
Bank Your Change is a savings-transfer feature used by some banks. A BYC entry should be checked against your own bank statement and account before being tagged as a savings transfer—not assumed to be a fee.
Can I separate personal and business transactions?
Yes. Individual transactions have a Used for label: Personal, Business or Not specified. This is for organising records and does not change your paid subscription plan.
Why do I see possible duplicate transactions?
HiFiler can flag similar transactions for you to review, but it does not automatically delete them. Compare the amount, date and description with the original bank statement before removing anything.
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Receipts, warranties & insurance

How do I save a receipt or warranty?
Open Vault, use Tap to browse or Take a photo, review the item and warranty details, then save. You can also add a purchase manually.
Will HiFiler store my original PDF or photo?
Original document retention is optional and depends on the site owner enabling it and you selecting Keep the original encrypted in my account at upload. Otherwise, reviewed details may be saved without the original file.
Can one insurance policy contain several cover sections?
Yes. HiFiler can organise a multi-cover policy with separate insured sections. Check the premiums, insured amounts, exclusions and renewal dates against the original policy wording.
Does HiFiler tell me what my insurance covers?
It helps you review information extracted from your policy, but the insurer’s original policy controls your cover and claims. HiFiler does not provide insurance advice.
TOPIC

Bills, subscriptions & exports

How do I add a bill or payment reminder?
Open Home → Add payment reminder or go to More → Bills & Payments. Enter the payment name, due date and optional amount, then save.
Will HiFiler pay my bills automatically?
No. HiFiler tracks dates and records that you enter. It does not move money or make payments.
How do email reminders work?
Turn reminders on in More → Settings and choose the reminder days when adding a bill. Delivery depends on the site email system and scheduled tasks, so keep the provider’s own notices as a backup.
Can HiFiler cancel a subscription for me?
No. Marking a subscription cancelled inside HiFiler only changes your organiser. You still need to cancel directly with the provider.
Can I scan a municipal bill?
The current Smart Scan is designed for subscription screenshots and PDFs, not municipal bills. To track a municipal bill, open Home → Add payment reminder or More → Bills & Payments, enter the payment name, amount and due date, and check those details against your original bill.
How do I scan a subscription screenshot?
Open Home and choose Scan a subscription screenshot, or tap Subs in the bottom navigation. Tick the consent box to send the screenshot or PDF to Anthropic for AI extraction, then upload a file or use Take a photo. Supported files are PDF, JPEG, PNG and WebP up to 4 MB; convert HEIC photos to JPEG first. Keep HiFiler open while it reads the document. The result is an editable draft, not a saved record. Check the service name, amount, currency, billing frequency and next renewal date against the original, correct anything missing or wrong, then save it. One complete useful analysis costs 1 AI credit; partial or failed results return the credit. The original upload is not stored; the editable draft is retained for up to 24 hours. A scan does not cancel the provider subscription.
How do I export records for an accountant?
Open Accountant Pack, choose the year and select Download spreadsheet or Download complete ZIP. These exported files are not encrypted; protect them after download.
Does HiFiler prepare my tax return?
No. The Accountant Pack is organised supporting information, not a tax return or professional accounting opinion. An accountant can review it if you wish.
TOPIC

Privacy, access & help

Does HiFiler use AI?
For AI scans, HiFiler asks for consent before sending a document to its configured AI provider for extraction. AI is not needed for manual entry or ordinary bank CSV import.
What happens when my AI allowance runs out?
AI processing follows the plan and usage limits shown under More → Plan & usage. You can continue accessing saved records. Purchase and top-up options are being finalised.
Can I use HiFiler offline?
Limited, optional read-only offline access is available for an encrypted snapshot of selected reminders, subscriptions and warranties after you explicitly save it in More. It does not include bank transactions, policies or original documents and is not updated automatically.
How do I delete my saved HiFiler records?
Go to More → Privacy & data controls and carefully review the available data controls. Download any information you want to keep before deleting it.
How much does HiFiler cost?
Personal once-off purchases and Business subscriptions are planned. Final prices, payment activation, included AI allowances and policies will be shown on the official pricing page when billing is ready.
How do I get help?
See the Quick Start Guide or email support@hifiler.com. You can also use the WhatsApp button for general questions. Never send passwords, complete bank statements, account numbers or sensitive documents through WhatsApp.
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