Receipt Scanning (OCR)

Scanning Receipts

Finance Frank can extract transaction details from a photo of a receipt using AI-powered OCR (optical character recognition). Instead of manually entering amounts, dates, and merchant names, snap a photo and let Frank do the work.

How It Works

1. Go to Money > Transactions and click + Add Transaction
2. In the transaction form, click Attach Receipt and select a photo (PNG or JPG, max 5 MB)
3. Click the Scan Receipt (OCR) button that appears
4. Frank uses AI vision to read the receipt and extract:
   • Amount — the total or subtotal
   • Date — the transaction date
   • Description — the merchant or store name
   • Category — auto-matched to your existing categories
   • Merchant — the business name
5. The extracted fields are pre-filled into the form — review and edit if needed, then save

Tips

• For best results, take a clear, well-lit photo of the full receipt
• Crumpled or faded receipts may produce less accurate results
• You can always edit any field before saving — the OCR is a starting point, not a commitment
• Receipts are stored as attachments on the transaction for EOFY records

Supported Formats

• JPEG / JPG
• PNG
• Maximum file size: 5 MB