ReceiptTrack
ReceiptTrack Documentation
Step-by-step ReceiptTrack product tutorials for dashboard, scanning, review, analytics, income, reports, and accountant-ready workflows.
ReceiptTrack Documentation guides
- ReceiptTrack Quickstart: from first login to first receipt — A practical first-session walkthrough for new users who want to understand the dashboard and capture their first receipt.
- Sub-account management: workspaces, categories, and plan limits — Use the top account selector and Profile > Accounts to manage workspaces, categories, ordering, deletion, and plan limits.
- How to scan, upload, and review receipts in ReceiptTrack — Use the full Scan Receipts section: add receipts, monitor extraction in Upload Log, then review and clean records in Your Receipts.
- How to review AI receipt categories and keep records clean — Use the Your Receipts workspace to check AI-suggested categories, find exceptions, and confirm records before they flow into reports.
- Dashboard and Budgeting: create a budget and track spending — Create a monthly budget from the Budgeting page, choose whether it applies to all or selected categories, then use Dashboard and Budgeting to track progress.
- Analytics: read spending, income, merchants, and trends — Use Analytics to move from individual receipts and income entries to cash-flow patterns, spending charts, merchant concentration, category changes, and forecast signals.
- Income: add payments, schedules, and track cash coming in — Use Income to record one-off payments, scan income documents, manage recurring schedules, and keep dashboard net position accurate.
- Reports and exports: create accountant-ready files — Use New Report to generate PDF/CSV reports, All Reports to manage generated files, and Reports Export to prepare CSV or ZIP accounting packages.