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Categorize receipts with AI and auto split transaction

dtorg1955

I use AI to read a PDF of a receipt I scan with OneDrive to categorize the items. Then I take the output to split the transaction and then import the receipt. Add a feature to categorize and split automatically when the receipt is imported.

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Coach Natalie

@dtorg1955, thanks for sharing your feedback!

I'd recommend adding your vote and feedback to this existing Idea post, and then following it for updates:

https://community.simplifimoney.com/discussion/4210/ability-to-create-transactions-from-the-details-of-scanned-receipts-edited

For more details on how Idea posts work here in the Community, please see our FAQ:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!

dtorg1955

I dont have permission to access that link:

Permission Problem

You need the Vanilla.Discussions.View permission to do that.

Coach Natalie

Which link are you unable to access? Have you tried signing out and back in to the Community, or anything along those lines, to troubleshoot the issue?

Let us know!

dtorg1955

I had to remove the http: because it gave me a permission problem just pasting the link.

//community.simplifimoney.com/discussion/comment/12537#Comment_12537

Coach Natalie

@dtorg1955, are you unable to click the title of the other post to open it? That would be the main link to use. You can also do a right click > open in new tab.

Let us know if this doesn't work for you!