Can you scan & capture receipts for auto-entry?

MinB

I just starting using Simplifi, and maybe this functionality is already possible with the app and I just haven't found it.  Is there a way to snap and capture a receipt and quickly record a transaction on the go? I'm wondering if there's an easy way to enter a quick transaction while you're at the store, for example.  
Thanks!

DannyB

Hi @MinB Welcome to Simplifi.

Are you asking if you can scan (i..e. take a picture) of a receipt and Simplifi will automatically create a transaction entry in the account you used to make the purchase?  If this is what you are wondering I'm pretty sure that isn't possible in Simplifi.  (I'm curious if you had the functionality in some other budget/tracking app.)

Here is the help article about managing transactions that will walk you through the steps to enter a transaction "on the spot."  As far as I know you will need to make the entry manually like you would if you were using a check book and were recording your check info in the paper register... except doing it digitally.

Coach Natalie

Hello @MinB,

Thanks for posting your inquiry to the Community!

As @DannyB mentioned, the ability to create a transaction based on the details of a scanned receipt is not currently available in Simplifi. I'd suggest creating an Idea post requesting this ability so other users can vote on it and our Product Team can review it, as I'm not finding an existing one. 

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

When it comes to adding PDF Attachments, although this ability is available on the Web App, it's not available on the Mobile App, unfortunately. we do, however, have an Idea post requesting this ability that I'd suggest adding your vote and feedback to. 

https://community.simplifimoney.com/discussion/2349/mobile-app-ability-to-add-pdf-attachments-edited/p1?new=1

-Coach Natalie

MinB

For anyone looking, here’s a link to the Idea post:
https://community.simplifimoney.com/discussion/4210/scan-capture-receipts-with-mobile-app/p1?new=1

MinB

Thanks, DannyB!

QuickBooks can scan receipts and extracts the transaction info for matching. I only use that app for business. I’d love this functionality for Simplifi, which I’ve recently starting using for household finances. 

There are other apps that can do this- Expensify is one. I believe Evernote is/was able to run OCR over the image to make text searchable. I can also use the notes app on my iPhone to snap photos of text and it will create a pdf with selectable/searchable text. 

How convenient it would be if I could just scan in receipts and deal with matching details later. 

Also, I do wish there was the ability to attach PDF files to transactions and not just images. 

MinB

Okay thank you Coach Natalie! I’ll create an idea post and hopefully we’ll see this functionality soon