How file naming works

TaxNomad renames every document you upload into a clean, consistent filename so your gestor package stays tidy. You design the filename with a small token pattern — the folder and file type are standard.

The structure

2026/Q2/06/your-filename.pdf

2026/Q2/06/ — the folder (year / quarter / month) is standard and applied automatically.
your-filename — the part you design with tokens.
.pdf — the file type comes from the original file; it can't be changed.

How to use it

1Open the naming convention on a document type in your monthly template, or set a default in Settings.
2Type the filename you want, dropping in the token chips and mixing plain text and dashes freely.
3Watch the live preview update; when it looks right, save the pattern.
4Every matching upload is renamed automatically when TaxNomad reads it.

Examples

The default — category, vendor (slugified), then amount and currency.

You write

{{ category }}-{{ vendor | slug }}-{{ amount }}{{ currency }}

It becomes

2026/Q2/06/utility_electricity-iberdrola-84.20EUR.pdf

Just the vendor and the document date.

You write

{{ vendor | slug }}-{{ doc_date }}

It becomes

2026/Q2/06/iberdrola-2026-06-12.pdf

Category and a zero-padded sequence number.

You write

{{ category }}-{{ seq | pad: 3 }}

It becomes

2026/Q2/06/utility_electricity-003.pdf

Tokens

Token	Meaning	Example
{{ year }}	Year	2026
{{ yy }}	Year (2-digit)	26
{{ month }}	Month (01–12)	06
{{ month_name }}	Month name	June
{{ quarter }}	Quarter (1–4)	2
{{ category }}	Category key	utility_electricity
{{ utility_type }}	Utility type	electricity
{{ vendor }}	Vendor / issuer	Iberdrola
{{ amount }}	Amount	84.20
{{ currency }}	Currency	EUR
{{ doc_date }}	Document date	2026-06-12
{{ doc_type }}	Income / expense	expense
{{ seq }}	Sequence in period	003

Filters

Transform a token by adding | filter after it — e.g. {{ vendor | slug }}.

slugupperlowerpad: 3date: "%Y-%m"