Stop chasing receipts. Snap and stash.

Credit CardMay 4, 2026

The Credit Card tool now has an optional Receipt Library. Capture a receipt the moment you swipe — pull it out of the library when the transaction lands in classify.

No more hunting through email when statements close. Open the tool on your phone at the register, tap Take photo, snap the receipt — done. By the time the transaction arrives a few days later, the file is already waiting in your library with the vendor, amount, date, and property pre-filled by AI.

Capture at the register

One-tap camera button on mobile. Drag-and-drop on desktop. JPG, PNG, HEIC, or PDF, up to 10 MB per file.

AI fills in the details

Vendor, amount, date, and matching property extracted automatically. Override anything — your edits always win.

Pick from your library at classify time

When the transaction lands, hit Pick from your receipt library. Select the receipt — the metadata auto-fills your classify fields. Save & Next moves the file out of the library and onto the transaction.

Use it. Skip it. Either way works.

The Receipt Library is opt-in. If your existing workflow for saving receipts works for you, keep doing that — direct upload during classify is unchanged. Read the full guide for the complete tour.