Getting started: the first setup, end to end

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.

Go to app.receiptfold.com, 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.

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

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.
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.
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.
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.
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.

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.
Turn on the weekly and monthly summaries by email in Settings → Workspace.
Scan paper receipts with your phone from Scan.