GuideThe money
Receipts and receipt reading
Attach a photo of every receipt, let the app read it for you, and see which expenses are still missing one.
- Where it is
- Add expense › Receipt, and Expenses › Receipts
- Who can use it
- Owners and admins
Attach a receipt
In Add expense, tap Take photo to use the camera or Choose file to pick a photo or PDF. The expense saves first and the receipt uploads after it, so a weak signal never costs you the entry.
- Receipts can be JPEG, PNG, WebP, or PDF, up to 10 MB.
- HEIC photos are refused. If your iPhone saves HEIC, set its camera to “Most Compatible” in Settings, or choose a JPEG, PNG, WebP, or PDF.
- If the upload fails, the row shows Receipt missing · Retry. Tap it and choose the file again.
Turn on receipt reading
Receipt reading fills in the expense from the photo. It runs on your own Anthropic account, which bills you directly, usually a cent or two per receipt.
- Step 1: Create an API key at console.anthropic.com.
- Step 2: In the app, open the account menu and choose Receipt reading.
- Step 3: Paste the key into Anthropic API key and choose Save key.
The key is checked before it's saved, stored encrypted, and never shown again. It turns reading on for everyone in the workspace who can attach receipts. Remove key turns it off.
Fill an expense from a receipt
- Step 1: In Add expense, attach the receipt.
- Step 2: Tap Fill from receipt and wait for “Reading receipt…” to finish.
- Step 3: Check the Amount, Date, and Category it filled in.
- Step 4: Tap Save expense.
Example
LOWE’S #1127
Ashland, VA
PRIMER 5GAL124.00
INT PAINT x9414.00
ROLLER KIT x241.96
TAX32.44
TOTAL612.40
10/07 2:14 PM
Filled from the receipt. Check the amount, date, and category before you save.
Amount
612.40
Category
Paint
Date
Oct 7
Vendor
Lowe’s
| Field | What it reads |
|---|---|
| Amount | The total paid, tax included |
| Date | The purchase date |
| Category | The best fit among your budget categories |
| Vendor | Only when the name on the receipt closely matches one of your contacts. Otherwise it's added to Notes as “Vendor on receipt.” |
See what's missing
- Step 1: Open Expenses and switch Show from List to Receipts.
- Step 2: Read the line at the top, such as “9 of 10 posted expenses have a receipt.”
- Step 3: Under Missing a receipt, choose Add receipt on a row and pick the file.
Below that is a gallery of every receipt on the house. This is the pile your CPA asks for at closing.
A stack of receipts at once
More › Attach receipts takes up to 20 files and makes one expense per file. You type the Amount and pick the Category for each. This screen doesn't read the receipts for you, even when receipt reading is on.