Receipt Management
Your receipts in Apocha are more than just records - they're the foundation of your financial overview. This guide series covers everything from importing your first receipt to exporting data for your own analyses.
Start Here: Import Your Receipts
Most users start by importing receipts. Choose the method that fits your workflow:
| Method | Best For | Guide |
|---|---|---|
| Photo/PDF Upload | Paper receipts, invoices | File Upload |
| CSV Import | Bank statements, bulk data | CSV Import |
| Email Forwarding | Digital receipts (Amazon, etc.) | Email Import |
New to Apocha? Start with Importing Receipts for a complete overview of all import options.
Working with Your Receipts
Once you have receipts in Apocha:
- Finding Your Receipts - Search, filter, and browse your transaction history
- Understanding Receipt Details - View line items, categories, and images
- Creating and Editing Receipts - Add or modify transaction data
- Managing Multiple Receipts - Bulk edit, tag, or delete
- Exporting to Excel - Download for analysis or tax preparation
Quick Reference
| I want to... | Go to... |
|---|---|
| Upload a receipt photo | File Upload |
| Import my bank statement | CSV Import |
| Find a specific purchase | Finding Receipts |
| See what's on a receipt | Receipt Details |
| Fix incorrect data | Editing Receipts |
| Tag multiple receipts | Bulk Operations |
| Export for my accountant | Export |
The Receipt Workflow
Import → Review → Categorize → Analyze → Export
- Import - Get receipts into Apocha (upload, CSV, or email)
- Review - Check that extracted data is correct
- Categorize - Assign categories and tags for analysis
- Analyze - Use dashboard widgets to understand spending
- Export - Download data when needed (taxes, reports)
Choose a guide above to get started, or begin with Importing Receipts.