Ability to create transactions from the details of scanned receipts (edited)

MinB
MinB Member ✭✭
edited December 2022 in Feature Requests
I am creating an idea post at the suggestion of Coach Natalie (here’s a link to that discussion: https://community.simplifimoney.com/discussion/comment/12537#Comment_12537 )

I’d love to be able to snap a photo to scan receipts and automatically create transactions for review while on the go. 

For example, QuickBooks can scan receipts and it 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 completing and/or matching details later. 

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  • edcB
    edcB Member

    Do you have plans to read receipts and automatically fill in transaction fields? It would be great to even be able to split transactions into different categories.

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @edcB,

    Thank you for coming to the Community to share your feedback! Since there is already an existing request for this feature, I merged your request with the existing one.

    Thank you!

    -Coach Kristina

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