Review and edit a receipt

Every receipt opens on the same page, whether it was just scanned or saved weeks ago. This page explains each field, what the reader fills in, and how to save, delete and undo.

Open a receipt

A fresh scan or import opens as New Receipt.
Tap any receipt on the Home tab to open it as Edit Receipt.

At the bottom right are Cancel and Save; on Receipts Pro with voice on, a purple microphone button sits between them (see voice entry). In the top bar: a split icon (Split this receipt), a grey computer icon when the receipt has been sent to a paired AceMoney Classic, and, on a saved receipt, a trash icon.

Check the picture

Tap View Receipt Snapshot (“Tap to view full image”) to open the picture full-screen with pinch-zoom; the viewer is titled Receipt Snapshot (or New Receipt Image before saving). A receipt created without a picture shows No Snapshot Attached (“This receipt has no image or PDF”). The picture cannot be replaced once the receipt is saved.

The fields

Payee

The merchant. As you type, suggestions come from the receipts you saved before, from the built-in list of well-known merchants, and from a paired AceMoney Classic. When the reader’s text is close to a known merchant, a hint appears: “Did you mean “Northwind Grocery”?“; tap Yes to accept it or the cross to dismiss it. Up to 200 characters. If a receipt with a picture is saved with a blank payee, it is stored as “Unknown”.

Amount ($)

The total in US dollars, entered with a decimal keyboard; negative amounts are not accepted. When the reader found a subtotal and a tax line that do not add up to the total it read, a hint under the field says so and ends with “double-check it.” Compare with the paper and correct the total if needed.

Date

Tap to open the date picker. The reader’s date is used when it found one, otherwise today’s. Dates after today cannot be chosen; the earliest year is 2000.

Category and Subcategory

Side by side, both with suggestions. A new receipt starts as General; saving with an empty category stores Uncategorized. The list combines the built-in categories (for example Groceries, Dining Out, or Automobile with the subcategory Gasoline), the categories synced from a paired AceMoney Classic, and every name you typed before. Typing in Category also matches subcategories; choosing a subcategory that belongs to another category switches the category for you.

Account

The payment method: a card, a bank account or cash. Suggestions come from a paired AceMoney Classic and from your earlier receipts. The reader also looks for the card type and the last four digits printed on the receipt; the first time you save a receipt paid with that card and fill in Account, the app remembers the pairing and fills Account automatically on later receipts paid with the same card.

Comment

A free-text note, up to 500 characters. On Receipts Pro with Extract Item List on, the purchased items are placed here, one per line. Use it for anything the receipt has no field for (tip, tax, project, “#reimburse”); search also looks inside comments.

Location

The Record Geolocation switch, with the status “Fetching location…”, the coordinates, or “Not recorded”.
A small map with a pin when a location is recorded, plus Open Map (opens the location in your maps app or browser) and Delete Location (confirms with “Are you sure you want to delete the location data from this receipt?”).
Turning the switch on for a receipt that already has a location asks “Overwrite location?”; choose Overwrite to replace it with where you are now.

Date Snapshot Taken

Read-only: when the receipt was captured.

Tax, tip and tags

There are no separate fields for tax, tip or tags. Enter the final total in Amount ($) and, if you want to keep the breakdown, write it in Comment. The reader uses the subtotal and tax it finds only to double-check the total; it does not store them. Keywords in Comment work as tags because search matches comments.

Save a receipt

Tap Save. The picture is uploaded (this needs a connection), the receipt is written to your account, and any new payee, category or account name is remembered for next time. A receipt with a picture may be saved with a blank payee or amount; a receipt without a picture must have Payee, Amount ($) and Category (“Please enter payee”, “Please enter amount”, “Please enter a category”). On the free plan an ad may appear after saving a new receipt.

Delete a receipt

From the receipt page: tap the trash icon, then Delete in the Delete Receipt dialog (“Are you sure you want to delete this receipt?”). There is no undo from here.
From the Home tab: swipe the receipt to the left, tap Delete, confirm. The bar “Receipt deleted” appears with Undo for about four seconds.

Restore a deleted receipt

Only the Undo on the “Receipt deleted” bar restores a receipt, and only while the bar is showing. After that the receipt and its picture are gone from your account; scan or type it again. There is no trash folder.

Platform notes

iOS (iPhone and iPad)

Nothing differs from Android. The location switch asks for location access the first time.

Android

The same page. The location switch asks for location access the first time.

Web

The same page opens in the browser. Receipts are typed in (there is no camera), and nothing is read while you type. The location switch uses the browser’s location prompt.

Common questions

Why does the receipt say “Unknown” or “Uncategorized”?

“Unknown” is the payee of a receipt saved with a blank Payee; Uncategorized is the category of a receipt saved with an empty Category. Open the receipt and fill them in.

Can I change the currency?

No. Amounts are in US dollars. For a receipt in another currency, enter the converted amount and note the original in Comment.

Can I replace the picture?

No. Create a new receipt from a new scan or photo and delete the old one.

What does the computer icon mean?

The receipt has been sent to the AceMoney Classic program you paired with. See Pairing with AceMoney Receipts.

Why is Account empty?

The reader did not find a card on the receipt, or you have not yet taught the app which account that card belongs to. Fill in Account once; later receipts with the same card fill in automatically.

Where did the item list in Comment come from?

Receipts Pro reads the line items and lists them in Comment when Extract Item List is on under More > Settings > Capture & OCR. Turn it off to keep comments empty.

Troubleshooting

“Please enter payee” / “Please enter amount” / “Please enter a category”. A receipt without a picture needs all three.
“Invalid amount” / “Amount cannot be negative”. Use digits and a decimal point only, no currency sign, and a positive number.
“Error saving receipt: …” Something failed while writing to your account. Check the connection and tap Save again.
“Failed to upload image. Please check your connection.” The picture upload timed out. Reconnect and save again.
“Could not get location: …” Location access is off or the phone could not get a fix; the switch turns itself off. Allow location for the app in the phone’s settings and try again.
“Failed to load image” in the viewer. The picture could not be downloaded. Check the connection and reopen the receipt.
The subtotal hint keeps showing. The hint only compares numbers the reader found; if the total on the paper is right, dismiss it with the cross and save.