How Cashble keeps your recovery record

What the recovery record is for

You buy across stores. Receipts land in email. Price windows open and close on different clocks. Settlements appear months after a purchase. The recovery record exists so those threads do not live only in your memory. It is not a bank account and it is not a rewards wallet. It is an operational log of recovery opportunities tied to proof Cashble can read. Retailers and settlement administrators still pay you directly when a claim succeeds. Cashble stays on the subscription side: monitoring policies, matching lower prices and covered products, preparing filings, and recording outcomes.

How a purchase enters the record

Most entries start when Cashble parses an emailed receipt or order confirmation. The parser looks for retailer, date, order identifiers, line items, and amounts paid. When those fields resolve cleanly, Cashble creates or updates a purchase row and attaches the source message as proof. Purchases can also enter when you upload a file or connect an account flow Cashble supports. Manual adds help when a retailer never emailed a receipt or the message landed in a folder Cashble does not read. Incomplete adds get fewer automatic matches because the system cannot invent a SKU you did not provide.

• Email parse creates or updates a purchase row and attaches the source message as proof.

• Uploads and connected accounts cover receipts that never hit email.

• Incomplete adds get fewer automatic matches when key fields are missing.

• The system cannot invent a SKU you did not provide.

Status: watching

Watching means the purchase sits inside an open price-adjustment window (or a monitored settlement match has not yet matured into a fileable claim) and Cashble has not found a qualifying lower price or filing trigger yet. No action is required from you day to day. The useful habit is glancing at the window end date so you know how much runway remains.

• Paid: archive outcome, confirm the amount matches what you expected.

• Denied: read the reason, decide appeal versus stand down.

• Expired: keep proof for settlements or recalls that may arrive later.

• Reject a bad ready match rather than forcing a claim on the wrong color or bundle.

Status: ready

Ready means Cashble believes the purchase meets the rules for a filing right now: proof on file, policy window open, and a matching lower price or settlement path identified. This is where your attention matters. Review the item match, the dollar difference, and the proof packet, then approve filing if everything looks correct. Ready is a recommendation based on available data. If the listing Cashble matched is a different color or a bundle, change the status path by rejecting the match rather than forcing a bad claim.

Status: filed and in review

Once a claim goes out, the record shifts to a waiting state tied to the retailer portal, customer-service ticket, or settlement administrator. Cashble stores confirmation numbers and timestamps here. Your job is to watch for retailer emails that ask for more documents and to keep payment methods current if a credit needs a place to land. In-review periods differ wildly. A straightforward price adjustment may resolve in days. A settlement claim may sit for months. The record keeps both kinds of waits visible so a long silence does not look like a missing entry.

Status: paid, denied, or expired

Paid means the recovery posted or was confirmed. The row becomes historical context and a place to see what worked. Denied stores the reason when one is available, which matters if you decide to appeal with better proof. Expired means the window closed without a successful filing. Expired rows are still useful when a later settlement covers the same purchase; the receipt proof remains attached even though the price-adjustment path is gone.

How statuses relate to each other

Think of the record as a state machine per purchase, not a single score for your whole account. One Target order can be watching while a Best Buy order is ready and a settlement line from last year is in review. Sorting and filters exist so you can work the ready queue without losing sight of deadlines on watching items. A purchase can move backward only in limited cases, such as a ready match you reject returning to watching, or a denial you successfully appeal returning to in review. Most movement is forward: watching to ready to filed to paid or denied, with expired as the path when time runs out first.

What Cashble stores beside the status

Alongside status, the record keeps retailer policy notes for that purchase type, window end dates, matched listing references, proof attachments, confirmation numbers, and outcome amounts. That packet is what lets you reopen a conversation with a retailer without rebuilding context from scratch.

You remain the owner of the underlying purchases and payouts. If you cancel the subscription, understand what export or retention options apply at that time so your proof does not live only inside a product you no longer use.

Using the record without obsessing over it

A healthy habit is a short weekly pass: clear anything marked ready, check watching items with windows ending within a few days, and open any denial that still has runway for an appeal. Daily checking adds little once monitoring is on. The product is doing the repetitive price lookups; your time is best spent on decisions and edge-case proof. If a row looks wrong, fix the inputs. Replace a bad receipt image, correct a misread SKU, or mark an exclusion you know applies. Status quality follows data quality. The recovery record is only as sharp as the receipts and matches feeding it.