Help · Setting up your first job

Setting up your first job

Written for TableDI 2.0.0 on macOS · updated 2026-09-15

A job is a task you set up once and run every period: this month's statement against the ledger, next month the same with new files. Click New job on Jobs, drop in this period's files, set the steps, and click Save and run the first period. The first period runs straight away.

You answer four things and everything else has a default: the key column, how far apart amounts may be, where next month's files will be, and a name. The free version keeps one job, for good.

1 · Drop the files

Under This period’s files, drop two files to reconcile or two to eight to merge: Excel, CSV, or a PDF statement with a text layer. An old .xls or a password-protected file has to be saved again as .xlsx.

2 · Set the steps

With an AI key saved under Settings → AI, write one sentence about what you need and click Draft the steps. Its figures come from running it on your files; every step can be changed.
Without a key, fill in Build it in five steps: which two sheets go against each other (you check the first table against the second), the key on each side, and how far apart amounts may be. TableDI 2 guesses the key and amount columns from the headers; check them. More holds the rest, each with a default.

Later periods never involve AI.

3 · Confirm and run

Under Save as a job:

Name — up to 40 characters.
This period — read from the file names when they carry a month (202609_bank.csv gives 2026-09).
How often — when the job shows as due.
Where next period’s files will be — it starts as the folder these files are in.

Then Save and run the first period; what comes next is in Running this period. Just this once · export the result, don’t save keeps no job, and is free.

If something goes wrong

These files have no folder on disk, so there is nothing to re-run next period. Drop them from a folder, or use Do it once.
You already have a job called that. Click the suggested name.
Free keeps one job, and you already have one. Use Just this once, or get the lifetime version.

Still stuck? Email us — one inbox, read by the people who build TableDI.