AceMoney Receipts User Guide

AceMoney Receipts — snap, scan, and organize your receipts instantly. Use your camera or photo library to capture receipts, and let built-in OCR automatically extract the payee, amount, and date. Track spending with interactive charts and budget gauges, pair with AceMoney Desktop to sync your financial data, and secure your account with FaceID or TouchID. Upgrade to Pro for voice interaction, email receipt imports, cloud-enhanced OCR, and an ad-free experience.

Home Screen

Platforms

AceMoney Receipts is available on iOSAndroid, and Web.

Creating an Account

When you first launch the app, you are presented with the Welcome screen where you can:

  • Sign In with an existing account using email and password.
  • Register a new account with email and password.
  • Sign in with Google — available on all platforms, use existing Google account and password.
  • Sign in with Apple — available on all platforms, use existing Apple account and password.
  • Sign in with Microsoft — available on all platforms, use existing Microsoft account and password.
  • Continue as Guest — creates an anonymous account, no password needed, if you just want to quickly explore the app.

[!WARNING] Guest accounts are not synced to any identity. If you sign out of a guest account, or you lose your device, all your data will be permanently lost. Your data is accessible ONLY on the device on which you signed in as Guest. You are welcome to Sign In as Guest (Anonymously) to test the app, but we urge you to link your anonymous Guest account to a Google, Apple, Microsoft, or email account from Settings → Link Account as soon as possible to preserve your data.

Sign in / Register

What Does "Signing In" Mean?

Signing in (or logging in) to an app means proving who you are so you can use it safely. It's like showing your ID to enter a club. Firebase is a tool (which we use behind the curtain) that helps apps handle this easily.

There are two main ways to sign in:

  1. Using your email and a password you create.
  2. Using an account you already have from Google, Apple, or Microsoft.

We'll explain each one step by step, like We're talking to a friend who's new to this stuff. No fancy words!

Way 1: Signing In with Email and Password

This is the old-school way. You make a brand-new account just for this app.

  • How to Register (First Time):
    1. Open the app and look for a button that says "Register"
    2. Type in your email address (like [email protected]).
    3. Make up a password. It should be something strong, like mixing letters, numbers, and symbols (e.g., "SunnyDay123!"). Don't use something easy like "password"!
    4. The app will send a verification message to your email to check it's really you. Open your email, find the message, click on the verification link.
    5. Done! Now you have an account.
  • How to Sign In (Every Time After):
    1. Open the app and click "Sign In"
    2. Type your email and password.
    3. If you forget your password, click "Forgot Password?" The app emails you a link to make a new one.
  • Good Things: You control it all yourself. No need for other accounts.
  • Not-So-Good Things: You have to remember yet another password. If you forget it, use the Forgot Password button.

This way feels like filling out a form at the doctor's office—straightforward but a bit of work.

Way 2: Signing In with Google, Apple, or Microsoft Account

This is quicker because you use an account you probably already have (like your Gmail or Outlook). No new password!

  • How It Works:
    1. Open the app and look for buttons like "Google," "Apple," or "Microsoft."
    2. Click the one you want. (Pick Google if you use Gmail, Apple if you have an iPhone, Microsoft if you use Outlook or Windows.)
    3. A pop-up window appears asking if it's okay to share your basic info (like name and email) with the app.
    4. If you're already signed into that account on your phone or computer, it just works automatically. If not, type in your email and password for that account (the one you already know).
    5. Done! The app now knows it's you.
  • No Register Step Needed: It often signs you up automatically the first time. Next time, it's even faster—just click the button.
  • Good Things: Super easy and fast. No new password to remember or create. It's secure because big companies like Google, Apple, and Microsoft handle the safety stuff.
  • Not-So-Good Things: You need an account with one of those companies. If you don't like sharing info (even if it's just basics), it might feel weird. Also, if you lose access to that account (rare), you can't sign in.

This way is like using your driver's license to prove your age—instead of filling out a new form, you show something you already carry.

Which One Is Easier for You?

If you're not super comfy with tech:

  • Go with Google/Apple/Microsoft if you already use one (most people do!). It's fewer steps and no new passwords to juggle.
  • Use email/password if you want something separate or don't have those other accounts.

Both are safe.

Password Requirements (Email Registration)

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character (!@#$%^&*(),.?":<>)

Email Verification

After registering with email, you must verify your email before signing in. Check your inbox for a verification link. You can request a new verification email from the sign-in screen.

The Home screen is the main hub of the app. It features:

  • Budget Gauges Dashboard — Up to 3 speedometer-style gauges at the top showing current-month spending vs. budget for chosen categories. Tap the dashboard to open the Detailed Budget Overview.
  • Receipts List — A scrollable list of all your receipts below the gauges.
  • Search FAB — A floating action button on the right side that expands into a search bar.
  • Banner Ad — Displayed between the gauges and receipts list (hidden for Pro subscribers).

Home Screen Explained

Search Floating Action Button

Search FAB explained

Bottom Navigation Bar

Tab Icon Description
Home 🏠 Receipts list with budget gauges
Charts 📊 Spending analytics and charts
Scan 📷 Capture a new receipt (opens source selection)
Settings ⚙️ App settings, account, and Pro subscription

Tap the Scan tab in the bottom navigation bar. A bottom sheet appears with two options:

From Camera

  1. Tap Camera.
  2. The native Document Scanner opens (VisionKit on iOS, MLKit on Android).
    • It automatically detects the receipt edges, crops, and straightens the image.
    • You can scan multiple pages for long receipts — the app will stitch them together.
  3. After scanning, the app performs OCR (Optical Character Recognition) to extract:
    • Payee (store/merchant name)
    • Amount (total)
    • Date (transaction date, US format MM/DD/YYYY preferred)
  4. You are taken to the Receipt Edit Page with the extracted data pre-filled with Pro subscription.
  5. For free users, an interstitial ad is shown after the receipt is saved.

Live Scan Explained

From Photo Library

  1. Tap Photo Library.
  2. Select a receipt image from your gallery.
  3. The app first attempts automatic edge detection and cropping. If that fails, a manual crop tool opens.
  4. OCR runs on the processed image.
  5. You are taken to the Receipt Edit Page with the extracted data pre-filled.

Multi-Page Scanning

When using the camera, the Document Scanner allows you to capture multiple pages in one session. The app:

  • Runs OCR on each page independently and merges results (payee from the first page, total from the last page, first valid date found).
  • Stitches all page images into a single vertical image for storage, recording the pixel height of each page boundary.

The Receipt Edit Page is used both for new receipts (after scanning) and for editing existing receipts (tapped from the list).

Fields

Field Description Constraints
Payee The store or merchant name Max 30 characters. Autocomplete from synced desktop payees and user-added values.
Amount ($) The receipt total Numeric only (decimal allowed). Cannot be negative.
Date The transaction date Date picker. Range: Jan 1, 2000 to today.
Category Spending category (e.g., Groceries, Gas) Autocomplete from synced desktop categories and user-added values. Defaults to “General” for new receipts.
Account The payment account used Max 30 characters. Autocomplete from synced desktop accounts and user-added values. Optional.
Comment A note or memo Max 100 characters. Optional.

Autocomplete

The PayeeCategory, and Account fields provide autocomplete suggestions from:

  • Values synced from AceMoney Desktop (if paired).
  • Values you have previously entered in the app.

When you select a known value from autocomplete, the app automatically maps the corresponding desktop ID (payeeId, categoryId, accountId) for proper syncing.

Fuzzy Matching

When OCR detects a payee name, the app performs a fuzzy match against your known payees list (from desktop or previous entries). If a match scores above 85% similarity, the recognized text is replaced with the known payee name.

Receipt Image Snapshot

  • New receipts: Tap “View Receipt Snapshot” to see the scanned image full-screen. Supports pinch-to-zoom and multi-page scrolling for stitched images.
  • Existing receipts: If the receipt has an attached image (JPEG, PNG, WebP) or PDF, you can view it. If not, a “No Snapshot Attached” message is shown.
  • Email receipts: A special badge shows “Received via Email” for receipts auto-imported from Gmail.

Geolocation

  • Record Geolocation toggle allows you to save the GPS coordinates where the receipt was taken.
  • If enabled, the current location is fetched and displayed on a Google Maps preview.
  • You can Open Map in Google Maps or Delete Location data.
  • For new receipts, the toggle follows your global setting in Settings → Record Geolocation.
  • For existing receipts, the toggle defaults to OFF to avoid accidentally overwriting a saved location.

Saving

  • Tap the Save floating action button to save the receipt.
  • The receipt image is uploaded to Firebase Storage under your user account.
  • The receipt data (with image URL) is saved to Cloud Firestore.
  • New payee, category, or account values you type are automatically saved for future autocomplete.

Deleting

  • Tap the trash icon in the app bar, then confirm to permanently delete the receipt and its stored image.

Date Snapshot Taken

A read-only field at the bottom of the edit page shows when the receipt was originally created/captured.

The Home screen displays all your receipts in a scrollable card list.

Each Receipt Card Shows:

  • Receipt icon (circular badge)
  • Computer icon — if the receipt was synced from AceMoney Desktop
  • Email icon — if the receipt was imported from Gmail
  • Payee name (bold)
  • Receipt date (formatted as Mon DD, YYYY)
  • Created date (smaller, gray text showing when the receipt was captured)
  • Location badge — if geolocation data is attached
  • Amount ($XX.XX, bold, right-aligned)

Actions:

  • Tap a receipt to open the Receipt Edit Page.
  • Swipe left to reveal a red Delete action. A confirmation dialog appears, and after deletion a 4-second Undo snackbar lets you restore the receipt.
  • Scroll up after scrolling down to reveal a Scroll to Top floating action button.

Empty State

If no receipts exist, a centered icon and “No receipts yet” message is displayed.

  • Tap the Search FAB (magnifying glass) on the Home screen.
  • An animated search bar slides out from the right.
  • Type to filter receipts by payee name or amount.
  • Tap the X button to close the search bar.

Sort Direction

  • While the search bar is open, a sort arrow button toggles between:
    • ⬆️ Oldest First (ascending)
    • ⬇️ Newest First (descending)

Sort by Created Date

  • In Settings → App Settings, toggle Sort by Created Date to change whether the list is sorted by the receipt date (transaction date) or the created date (when you captured it).

Budget gauges are speedometer-style widgets that show current month spending vs. budget for a chosen category.

Dashboard (Home Screen)

Up to 3 gauges are displayed in a compact row at the top of the Home screen. Each gauge shows:

  • Category name
  • Current spending vs. budget as a gauge needle

Detailed Budget Overview

Tap the gauge dashboard to open the Full Gauges Page, which shows:

  • A larger version of each gauge.
  • The current month label (e.g., “Showing receipts since February 2026”).
  • Editable fields for each gauge:
    • Category — Autocomplete from your known categories.
    • Budget — Numeric dollar amount (cannot be negative).
  • Tap Update to save changes. Settings are stored locally on the device.

Tap the Charts tab in the bottom navigation.

Receipts Charts (always available)

Four chart types are available via a segmented selector:

Chart Type Description
Category Pie chart Spending breakdown by category
Monthly Column chart Monthly spending totals
Trend Line chart Daily spending trend over time
Budget Bar + Line chart Monthly actual spending vs. budget for each configured gauge category (last 12 months)

AceMoney Desktop Charts (requires pairing)

When paired with AceMoney Desktop, an additional AceMoney tab appears with 6 report types:

Report Type Description
Balances Horizontal bar Account balances from AceMoney Desktop
By Category Pie chart Spending by category
By SubCategory Pie chart Spending by subcategory
By Account Horizontal bar Spending by account
Monthly Column chart Monthly category spending totals
Monthly Detail Column chart Monthly subcategory spending totals

[!NOTE] AceMoney Desktop charts display data synced from your desktop installation. This data updates when the AceMoney Desktop app syncs with the cloud.

AceMoney Receipts can pair with the AceMoney personal finance application on your desktop computer to enable two-way syncing of receipts and financial data.

How to Pair

  1. Go to Settings → AceMoney → Pair with AceMoney on Desktop.
  2. An 8-digit pairing code is displayed.
  3. The code expires every 30 seconds and a new code is automatically generated.
  4. Enter the code in the AceMoney Desktop application on your computer.
  5. Once paired, the dialog shows:
    • Host Computer Name — the name of your paired computer.
    • AceMoney Version — the version of AceMoney on your desktop.
    • Access Granted On — the date and time pairing was established.

Pairing Status

The Settings page shows:

  • Status: Paired (green) with host computer name and AceMoney version.
  • Status: Not Paired (gray) if no active pairing exists.

Re-Pairing

If already paired, tapping the pairing option will ask: “Overwrite Pairing?” — confirm to pair with a different desktop installation.

Unpairing

From the pairing dialog (when paired), tap Unpair Device to remove the connection. A confirmation dialog appears.

What Syncing Provides

  • Payee, Category, and Account autocomplete — Desktop values appear in the mobile app’s autocomplete fields.
  • ID mapping — When you select a known desktop value, the corresponding ID is synced so receipts are properly categorized in AceMoney.
  • AceMoney Charts — Financial reports from your desktop data become available in the Charts tab.
  • Receipt sync — Receipts captured on mobile can appear in your AceMoney Desktop installation.

If already paired, tapping the pairing option will ask: “Overwrite Pairing?” — confirm to pair with a different desktop installation.

Unpairing

From the pairing dialog (when paired), tap Unpair Device to remove the connection. A confirmation dialog appears.

What Syncing Provides

  • Payee, Category, and Account autocomplete — Desktop values appear in the mobile app’s autocomplete fields.
  • ID mapping — When you select a known desktop value, the corresponding ID is synced so receipts are properly categorized in AceMoney.
  • AceMoney Charts — Financial reports from your desktop data become available in the Charts tab.
  • Receipt sync — Receipts captured on mobile can appear in your AceMoney Desktop installation.

AceMoney Section

Setting Description
Pair with AceMoney on Desktop Initiate or manage pairing with AceMoney Desktop (see Pairing)
Check it out! Opens https://acemoney.us in an external browser

Pro Section

See Pro Subscription for full details.

App Settings Section

Setting Type Description
Biometric Authentication Toggle Use FaceID (iOS), TouchID (iOS), or fingerprint (Android) to unlock the app. When enabled, you must authenticate with biometrics each time you open the app.
Record Geolocation Toggle Automatically save your GPS location when creating new receipts.
Sort by Created Date Toggle When ON, the receipts list sorts by the date the receipt was captured. When OFF, sorts by the receipt’s transaction date.
Language Display Currently shows “English”.

Account Section

See Account Management for full details.

AceMoney Receipts offers a Pro subscription that unlocks premium features.

How to Subscribe

  • Go to Settings → Pro → Upgrade to Pro.
  • The RevenueCat paywall is presented with available subscription plans.
  • After purchasing, the Pro status activates immediately.

Pro Features

Feature Description
🎙️ Voice Interaction (Pro only) After scanning a receipt, the app reads back the OCR results aloud. If the payee or amount could not be detected, a voice-guided correction dialog appears. The app announces the final payee and amount before saving. Toggle ON/OFF in Settings → Pro → Voice Interaction.
📧 Receive Receipts by Email (Pro only) Connect your Gmail account to automatically import receipts from your inbox. Tap to authorize Gmail (read-only access). Once connected, the email icon appears next to imported receipts. You can Revoke access at any time.
☁️ Cloud OCR (Pro only) Enhanced receipt scanning powered by cloud-based recognition for improved accuracy.
🚫 No Ads (Pro only) Removes all banner ads from the Home screen, Charts page, Settings page, and Receipt Edit page. Also removes interstitial ads shown during receipt scanning.

Managing Your Subscription

  • Manage Subscription — Opens the RevenueCat Customer Center to change plan, cancel, or view billing (visible only when Pro is active).
  • Restore Purchases — Restores a previously purchased Pro subscription (e.g., after reinstalling the app or switching devices).

Visual Indicators

  • When Pro is active: A green verified badge and bold “Pro Subscription Active” text appears.
  • When Pro is not active: Pro features are displayed at 50% opacity with a lock icon, and tapping them opens the paywall.

Sign In / Sign Out

  • In Settings → Account, your current sign-in status is displayed.
  • If signed in, you see your display nameemail, and the auth provider icon (Google, Apple, or Microsoft).
  • Tap to Sign Out. A confirmation dialog warns about data loss for guest accounts.

If you are signed in as a guest, a Link Account option appears allowing you to link your anonymous data to a permanent Google, Apple, Microsoft, or email account.

Change Password

Available only for accounts that use email/password authentication. Opens a dialog with:

  • Current Password
  • New Password (minimum 6 characters)
  • Confirm New Password

Delete Account

  • Tap Delete Account (shown in red).
  • A confirmation dialog warns: “This action is IRREVERSIBLE. All your data, receipts, and account information will be PERMANENTLY DELETED.”
  • If the account was created long ago, re-authentication may be required — you will be prompted to sign out and sign back in, then try again.

Forgot Password

On the Welcome/Sign-In page, tap Forgot Password? after entering your email. A password reset email will be sent to that address.

Field Max Length Type Notes
Payee 30 chars Text (capitalized words) Required for receipts without an image. Defaults to "Unknown" if empty at save.
Amount Decimal number Non-negative. Absolute value is stored.
Date Date Range: Jan 1, 2000 – Today
Category Text (capitalized words) Defaults to "General" for new; "Uncategorized" if empty at save.
Account 30 chars Text (capitalized words) Optional.
Comment 100 chars Text Optional.
Pairing Code 8 digits Numeric Auto-generated, expires every 30 seconds
Password Min 8 chars Text Must include uppercase, lowercase, digit, and special char
Budget Numeric (dollar amount) Cannot be negative. Stored per-gauge locally.

Supported Image Formats

  • JPEG, PNG, WebP for receipt snapshots
  • PDF viewing for attached documents

OCR Capabilities

  • Extracts payee name using a built-in dictionary of 25+ common US stores/merchants
  • Detects total amount using labels like "Total", "Balance Due", "Grand Total", "Amount Due", etc.
  • Parses US-format dates (MM/DD/YYYY, MM-DD-YYYY, with 2 or 4-digit year support)
  • Recognizes and excludes subtotals, tips/gratuity, and tax lines from the total

Data Storage

  • Receipt images → Firebase Storage (users//receipts/.)
  • Receipt data → Cloud Firestore
  • Gauge settings → Local (SharedPreferences)
  • Biometric preference → Flutter Secure Storage
  • Autocomplete values → Cloud Firestore (synced) + local persistence

AceMoney Receipts — Manage your receipts with ease.