Files & indexing

Under Vault → Files you see every document in your vault and, more importantly, add more. Indexing is what turns a folder of statements and PDFs into something you can ask questions about — it extracts the transactions and embeds the text on-device.

Adding files or a folder

• In the Mac app: click Add files or folder… and pick a folder (or files) with the native chooser. millfolio indexes it in place — your files never move or leave the Mac.
• In a browser: paste the folder path into the field (a web page can't open a native file chooser).

Progress shows while it works; when it finishes, the new records appear under Records and the documents in the file list.

Tracked folders & re-indexing

Every folder you index is tracked. When a folder gains new files — next month's statement lands in it — you don't re-pick it: hit Re-index on that folder (or Re-index all) and millfolio picks up the new files. Unchanged files are skipped, so re-indexing is cheap.

Re-index after an update

millfolio stamps the index with a processing version — the version of the extraction pipeline that built it. When you upgrade to a build whose pipeline changed (say it started pulling out a new field like merchant, state, or country), a re-index notices the mismatch and rebuilds from scratch even though your files are untouched, so every record picks up the new fields.

So after an update, click Re-index all. It may take longer than a normal incremental run — the extractor changed and it's rebuilding the whole vault, not just the new files — but it only happens the first time you re-index on the new build.

Prefer the terminal? mill index <folder> does the same thing from the CLI. See Populating your vault for the kinds of documents that extract well.