Your spreadsheet
Every receipt becomes a row in one spreadsheet you own: a Google Sheet in your Google Drive, or an Excel workbook in your OneDrive (folder Apps/ReceiptFold). ReceiptFold creates the file when you connect storage and only ever touches that file. The kept PDFs and pictures of your receipts are stored in your drive too, and each row links to its own.
Tabs and columns
The main tab is invoices: one row per receipt, payment or income.
| Column | What it holds |
|---|---|
invoice_date | The date on the receipt |
received_at | When the message reached ReceiptFold |
source | Which source (forwarding address) it came from |
vendor_id, vendor_name | Who you paid, recognised from the sender and the content |
invoice_number | The receipt or invoice number, when there is one |
period_start, period_end | The period a subscription charge covers |
amount, currency | The amount in its own currency |
amount_base, base_currency, fx_rate, fx_date | The amount converted to your base currency, with the rate used |
category | The category (built-in or one you created) |
kind | Expense, income or refund |
paid_via | The bank or card that sent a payment notice, when the receipt came through one |
status, confidence, parser | How the row was read and how sure the reading was |
attachment_url | The link to the kept PDF or picture in your drive |
notes | Your own notes |
Other tabs: invoice_lines (what was bought, one line per item, when the receipt says it), vendors (each vendor with its category and how it is recognised), sources (your forwarding addresses), and three working tabs that start with an underscore (_review, _index, _meta) that ReceiptFold uses for the review queue, to skip duplicates and to remember your settings, budgets, notes and conversation. Leave the underscore tabs as they are.
Editing
The file is yours: you can sort, filter, add your own columns, chart it or share it. ReceiptFold keeps your extra columns. Changes you make in the app (a category, a vendor rule, a note, a confirmed review) are written back to the file.
Duplicates
Each receipt is recognised by its content, so the same receipt forwarded twice, or imported and forwarded, is written once.
Access and disconnecting
- Google: ReceiptFold uses the
drive.filescope, so it can only see files it creates or that you pick. It cannot read the rest of your Drive. - Microsoft: ReceiptFold uses OneDrive's app folder (
Apps/ReceiptFold) and cannot see the rest of your OneDrive. - Deleting a workspace (Settings → Workspace) deletes ReceiptFold's records and revokes its access at the provider. Your file stays in your account.