# Getting started with ReceiptFold > The first setup end to end, step by step - sign in, connect Google Sheets or Excel, create a forwarding address, set up the Gmail filter or Outlook rules, check it works, and import your past receipts. The whole setup takes a few minutes. You do it once; from then on every receipt saves itself. The app guides you through the same steps on its **Home** screen ("Three steps to your first row") and on **Sources**. ## 1. Sign in Go to [app.receiptfold.com](https://app.receiptfold.com/login), type your email and press **Email me a sign-in link**. Open the email and click **Sign in**. The link works once and expires after a few minutes. There is no password. ## 2. Create your workspace Give the workspace a name and choose who it is for: - **Personal**: your own subscriptions and receipts. Spend is grouped by category, with subscriptions and budgets. - **Team**: a company's providers. Spend is grouped by vendor, with fixed against variable costs. You can have more than one workspace, for example one personal and one for a business. ## 3. Connect the spreadsheet Choose where the rows go: - **Connect Google Sheets**: ReceiptFold creates one spreadsheet in your Google Drive. It can only see files it creates or that you pick. - **Connect Excel on OneDrive**: ReceiptFold creates one workbook in your OneDrive, in the folder `Apps/ReceiptFold`. ReceiptFold only ever touches that one file. See [Your spreadsheet](/docs/spreadsheet/). ## 4. Give your receipts an address (a source) On **Sources**, give the source a short name, like "billing" or "personal", and press **Create the address**. You get a forwarding address that ends in `@receiptfold.com`. Every message that reaches it becomes a row. Then make your mail app send receipts there on its own. Pick your mail app in the guide: ### Gmail 1. **Connect your Google account** on the source (optional but recommended): the Gmail links then open in the right account, the test mail goes to it, and your past receipts are read from its Drive. 2. **Add the address in Gmail.** Open Gmail's "Create a filter" dialog (the link in the app comes with the receipt search already filled in). Click **Create filter**, tick **Forward it to**, click **Add forwarding address**, paste your ReceiptFold address, then Next, Proceed and OK. 3. **Confirm it.** Gmail sends a confirmation link to your ReceiptFold address. ReceiptFold receives it within a minute, opens the link and presses Confirm for you. Reload Gmail's **Forwarding and POP/IMAP** tab: if the "Verify …" line is gone, press **I've confirmed it** in ReceiptFold. If it is still there, open the link shown in ReceiptFold and press Confirm yourself. 4. **Create the filter.** Open the same filter dialog again, click **Create filter**, tick **Apply the label** and choose (or create) a label called **ReceiptFold**, tick **Forward it to** and choose your ReceiptFold address, then **Create filter**. The label matters: it is how you export your past receipts later. Prefer a file? Download the filter from ReceiptFold and use **Import filters** in Gmail's Filters and Blocked Addresses settings. Gmail only accepts a filter that forwards to a **confirmed** address, so step 3 comes before step 4. On **Google Workspace**, an admin must allow automatic forwarding first: Admin console → Apps → Google Workspace → Gmail → End user access → Automatic forwarding. ### Outlook (Outlook.com and Microsoft 365) Press **Connect Outlook** on the source. With one click ReceiptFold creates the rules in your Outlook that forward receipts to your address, sends a test mail to prove they work, and **imports the receipts of the last year**. The access serves that import only and is dropped when it ends; new receipts arrive through the rules. Prefer to do it by hand? In Outlook on the web open Settings → Mail → Rules → Add new rule, use the conditions shown in the app (subject or body includes words like invoice, receipt, payment, order, factura, recibo…, or has an attachment) and the action **Forward to** your ReceiptFold address. In Outlook for Windows or Mac you can download the rules file (`.rwz`) and import it: File → Manage Rules & Alerts → Options → Import Rules. ### Apple Mail and other mail apps In Mail on Mac open Settings → Rules → Add Rule, with conditions on the subject and content (words like invoice, receipt, factura, recibo, and ".pdf"), and the action **Forward Message** to your ReceiptFold address. Any mailbox that can forward works the same way, and you can always forward a receipt by hand. ## 5. Check it works On the source, press **Send the test mail**. ReceiptFold sends a receipt-like test mail to your mailbox; your filter or rule forwards it back, and the step completes on its own, usually within a minute. You can also forward any invoice by hand: the row appears in your spreadsheet within about a minute. ## 6. Import the receipts you already have Your filter only forwards mail that arrives from now on. The receipts already in your mailbox come in with a one-time import. History import does not count against your plan's monthly receipts. - **Gmail:** export the ReceiptFold label with Google Takeout into your Drive, then choose the file in ReceiptFold. Step by step in [Importing your past receipts](/docs/import-history/). - **Outlook:** already done if you used **Connect Outlook**: it reads the last year itself. - **Apple Mail:** export the mailbox as `.mbox` and import it. ## 7. See your spend Open **Spend** to see totals per currency, this month against last, by vendor and by category, subscriptions and budgets. Receipts the parser could not read with confidence wait in **Review**. See [The app, screen by screen](/docs/using-the-app/). ## Optional next steps - Add more sources: one per mailbox, per teammate, or whatever you want to keep apart. - Add your own AI model key so hard receipts are read for you and you can ask questions about your spending: [Your own AI model key](/docs/ai-key/). - Turn on the weekly and monthly summaries by email in Settings → Workspace. - Scan paper receipts with your phone from **Scan**.