📂 Organizing Your Receipts

Keeping your receipts organized is key to effective expense management. Receiptr helps you do this using Accounts and Categories.

🏢 Understanding Accounts

Receiptr allows you to organize your receipts into different accounts. This helps you separate and organize your receipts into distinct lists for better management. For example, you might want to keep personal expenses separate from business expenses, or track costs for different projects or groups.

🔄 Switching Between Accounts

If you have multiple accounts set up, you can switch between them to view and manage receipts specific to that account. The number of accounts you can use simultaneously depends on your subscription plan.

1. Go to the Settings or Profile section of the app (usually found in the main navigation).
2. Look for an option related to Accounts or Manage Accounts and tap on it.
3. You will see a list of your available accounts. Tap on the account name you wish to make active.

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Once selected, all receipts you see and interact with will belong to the active account.

🏷️ Categorizing Receipts

Receiptr uses artificial intelligence to automatically suggest a category for your receipts (like Grocery, Restaurant, Fuel, etc.). However, you can always change or assign categories manually to ensure your spending is accurately classified.

Assigning categories is important because it allows you to filter your receipts and get insightful reports on where you are spending your money.

📝 How to Assign or Change a Category

1. Go to the Receipts list.
2. Tap on any receipt item in the list to open its details.
3. On the Receipt Detail screen, find the category field, which may show the AI-suggested category or say 'Uncategorized'.
4. Tap on the category field. A list of available categories will appear. Select the most appropriate one from the list.
5. If you have a Premium or Unlimited plan, you might be able to type a custom category name (if that feature is available).
6. After changing the category, make sure to save any changes if prompted.

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✏️ Editing Receipt Details

While Receiptr's AI is designed to be accurate, sometimes you may need to correct information or add details that weren't captured. You have full control to edit the information for any scanned receipt.

1. Go to the Receipts list.
2. Tap on the receipt you want to edit to open its details.
3. On the Receipt Detail screen, tap the Edit button (look for an icon like a pencil, usually near the top of the screen).

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4. You will now be in Edit Mode. You can tap on various fields to modify them, including:
   • The merchant or store name
   • The date and time of the purchase
   • The total amount paid
   • The assigned category
   • Tax amount (if applicable)
   • Invoice number (if applicable)
   • Individual items purchased (you can add, edit, or remove items from the list).

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5. Once you have finished making changes, tap the Save or Update button to confirm and apply them.

Your receipt will be updated with your corrections.

Now that your receipts are organized, let's see how to 👀 View and Manage Your Receipts in the main list.