Expenses
Photographed receipts and imported statements, classified and de-duplicated.
| Date | Merchant | Category | Payment | Business | Source | Status | Amount |
|---|
Upload receipt
OCR extracts merchant, date, amount and payment method. Mixed stores (Costco/Walmart) keep only business items; ignored merchants are skipped.
Import statement
Step 1: upload & preview. Step 2: review every line, fix categories, untick what you don't want. Step 3: import. Nothing is saved until you press Import.
| Date | Merchant | Category | Business | Note | Amount |
|---|
| File | Type | Imported | Uploaded |
|---|
Merchant rules
How each merchant is handled: classify normally, ignore completely (e.g. grocery stores), or split receipts item-by-item (Costco/Walmart). Rules are also learned automatically when you confirm expenses.
| Pattern | Merchant | Category | Business | Action | Hits |
|---|
Categories
Expense categories and their default business/personal flag.
| Category | Default |
|---|
Business items
Keywords found inside mixed-store receipts (Costco, Walmart…) that mark a line item as a business purchase — electronics, computers, clothing. Everything else on those receipts is ignored.
| Keyword | Category |
|---|
Users
Create accounts and reset passwords. No public sign-up.
| Username | Name | Role | Created |
|---|