Transactions/Scan Receipt
Scan Receipt
Upload a receipt photo to extract transaction data automatically.
Receipt Upload
[Not Wired]
Image parsing isn't connected yet. The plan is to send the image to a vision model that extracts date, amount, merchant, and a guessed category, then drop you into the manual-entry form pre-filled for confirmation.
Once wired you'll be able to choose between Claude vision (online) or a local Ollama model. Until then, use manual entry or CSV import.
What it will look like
[1]
Upload
Drop a receipt photo from your phone.
[2]
Extract
Vision model parses merchant, date, total.
[3]
Confirm
You review pre-filled fields and pick account + category.
[4]
Save
Stored with source = image and the receipt attached.