Smart Clerk

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Q: Statement Limits

It states, "You have reached your statement limit. Upgrade your plan to continue uploading statements." However, there is no upload limit for statements listed. I have the Tier 2 plan

juntaePLUSApr 14, 2025
Founder Team
Erinc_smartclerk

Erinc_smartclerk

Apr 17, 2025

A: With the Tier 2 AppSumo plan, you have full access to upload statements for your 6 bank or credit card accounts covering the current and previous tax years (2024–2025) without any per‑statement count limit. The “statement limit” warning only applies when you try to upload statements from years earlier than 2024 or 2025—those historical uploads consume credits rapidly as part of our fair usage policy to protect the lifetime deal.

If you need to process statements from before 2024, we can unlock that for you with a one‑time fee of $15 per account per year.

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juntaejuntaePLUS
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Posted: Apr 17, 2025

Then how do I delete the whole account and start over since this information was not available to me?