ReceiptWorks Help

1. Getting started

1. Install ReceiptWorks from the App Store (iPhone) or Google Play (Android), or visit receiptworkspr.com.
2. Open the app. A short welcome explains the basics. You can see it again anytime in Settings → Welcome to ReceiptWorks.
3. Start right away — no account needed. The free trial includes 20 scans and 1 export, and your records are saved on your phone.

The bar at the bottom of the app has three tabs:

At the top of Transactions are buttons for Workspaces, Projects, Spending Categories, and Export.

2. Adding a transaction

On Transactions, tap +. Choose how to add the receipt — the camera or a photo from your gallery — and pick the type: Receipt, Deposit, or Payment. You can also type everything in by hand.

1. Camera — scan a paper receipt
2. Gallery — use a photo you already have
3. Type — Receipt, Deposit, or Payment
4. Vendor / Payee
5. Currency
6. Amount
7. Date
8. Spending category
9. Project (optional)
10. Save

3. Scanning with the camera

1. Tap Camera. The first few times, a tip reminds you how far to hold the phone: 10–12 inches (25–30 cm) — about a forearm's length.
2. Frame the receipt and hold still. Its edges are found automatically. For a long receipt, step back until the whole receipt fits.
3. Tap the shutter, then Done. ReceiptWorks reads the details for you.

1. The receipt is outlined in blue when it's found
2. Flash — Auto turns it on in low light
3. Take the photo (auto-shutter can take it for you)
4. Cancel

1. Ready for next scan — the photo was taken
2. Your scanned pages — tap to review
3. Done — continue to the details

If the photo is blurry, ReceiptWorks tells you before reading it. Tap Retake — a retake doesn't use another scan — or Use anyway.

1. Use anyway — keep this photo
2. Retake — doesn't use another scan

4. Adding a photo from your gallery

1. Tap Gallery and pick a photo.
2. On iPhone, the receipt's edges are detected automatically. Drag any corner to adjust, then tap Done. (On Android, the document scanner handles this.)
3. If the photo is blurry, choose Choose another or Use anyway.

1. Drag any corner to adjust the edges
2. Done

5. Reviewing and saving

After a scan, ReceiptWorks fills in the details for you:

Always check every field before saving — automatic reading is very good, but not perfect. Then choose a spending category, optionally a project, add a comment, and tap Save.

1. Vendor / Payee — read from the receipt
2. Currency — detected from €, £, EUR…
3. Amount — the total
4. Date — the receipt's date
5. Spending category — choose one
6. Project (optional)

1. Date read from the receipt — tap to change
2. Spending category
3. Project
4. Card brand and last 4 digits
5. Comments
6. Save

AI reading (optional). The first time you scan, ReceiptWorks asks whether to use AI to read hard receipts. If you allow it, only the text read from the receipt is sent — never the photo. Choose No Thanks to read everything on your phone only.

More pages. Long receipts or invoices can have more than one image — tap the camera or gallery again while editing.

6. Viewing a transaction

Tap any transaction to see its details and images. Tap an image to view it full screen — pinch to zoom, double-tap to fit, and X to close. Tap Edit (the pencil) to change anything or move it to another workspace.

1. Tap the image to enlarge
2. Edit
3. The saved details
4. Delete

7. Currencies

• Set your Base Currency in Settings → Currency. Totals and reports use it.
• Each transaction keeps its own currency. When a receipt shows one (€, £, EUR…), it's selected automatically.
• The exchange rate for the receipt's date is filled in for you, and you can edit it.
• Totals that mix currencies are marked ≈ because they use converted amounts.

8. Workspaces and projects

• Workspaces keep records separate — for example, one per business, or business and personal.
• Projects group transactions inside a workspace — a job, a trip, a renovation.
• Open them from the buttons at the top of Transactions or from Settings.

1. Tap a workspace to switch to it
2. The active workspace
3. Rename
4. Delete
5. New Workspace

1. A project
2. Rename
3. Delete — its transactions go back to the workspace
4. New Project

9. Search and charts

• Search by store, amount, or notes in the box at the top of Transactions. With more than one workspace, tap Search all workspaces to find anything, anywhere.
• Filters narrow the list by type, spending category, project, and date.
• The Analytics tab shows your spending as charts — weekly, monthly, or yearly.

1. Type a store, amount, or note
2. Number of matches
3. Results grouped by workspace

1. Total expenses and number of transactions
2. Week, Month, or Year
3. Spending by category

10. Exporting reports

Tap Export at the top of Transactions. Reports follow your current filters, and every report can be shared, saved, or printed.

1. How many transactions will be exported (follows your filters)
2. Sort order for the PDF
3. Export as PDF
4. Export as CSV
5. Tax Year Summary (Schedule C)

1. Your logo (Settings → Workspace Branding)
2. Summary totals
3. The transaction table
4. Share, save, or print

11. Free trial and ReceiptWorks Pro

• Subscribe from Settings — monthly or annual. You'll sign in or create an account as part of subscribing, and the app offers to move your trial records into your account.
• Already subscribed on another phone? Sign in, then tap Restore Purchases.
• Subscriptions renew automatically. Manage or cancel them in your App Store or Google Play account settings.

1. What Pro includes
2. Annual plan
3. Monthly plan
4. Restore Purchases
5. Terms of Use and Privacy Policy

12. Settings, devices, and backup

• Pro works on up to 2 devices signed in to your account. On a third device you'll be asked which one to remove.
• See and remove devices in Settings → Manage Devices.
• New phone or reinstalled the app? Sign in, and your records come back from the cloud.
• Add your logo and company name to reports in Settings → Workspace Branding.

1. Your account
2. Delete Account
3. Subscription status
4. Manage Devices
5. Your workspace and branding

1. Base Currency
2. Spending categories
3. Projects
4. Help & Information
5. Welcome to ReceiptWorks — the introduction again

13. Privacy and your account

• No ads, no tracking, and we never sell your data.
• Text recognition, blur checks, and edge detection run on your phone.
• Delete your account anytime in Settings → Delete Account. This deletes your cloud records and photos. Cancel any subscription separately in your store settings. You can also email help@receiptworkspr.com.
• Full details: receiptworkspr.com/privacy-policy-1.

14. Frequently asked questions