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Edit a receipt

Correct OCR errors, add a category, record the business purpose, or fix line items — with the original document alongside the form.

The Edit Receipt form showing receipt fields and line items, with the original PDF preview on the right
The Edit Receipt page — the form on the left, the original document pinned on the right for reference.

Opening the edit form

Open a receipt from the list, then click Edit in the top-right action bar — or use the "Edit all →" link above the Details list. When the receipt has an original file, a preview panel stays pinned beside the form so you can read values straight off the document; use the ⊕ zoom or ↗ open-in-new-tab controls for a closer look.

Receipt fields

Vendor
The shop, business, or service name. Extracted automatically — correct it if OCR got it wrong.
Date
The transaction date. Used to assign the receipt to a tax year (and, for foreign-currency receipts, to pick the exchange-rate month).
Total
The full amount paid, including tax. Used in summary reports and category totals.
GST / VAT
The tax component, if shown separately on the receipt. Used in the tax year summary.
Currency
Three-letter code (AUD, USD, EUR…) with suggestions as you type. Anything that isn't a valid code is ignored on save.
Category
Assign the receipt to one of your categories, or create a new one inline — see below.
Notes
Free-text notes. Record the business purpose here — e.g. Client lunch — project scoping. Notes are searchable and appear in exports.

Creating a new category inline

  1. Expand the New category section under the Category dropdown.
  2. Enter the name and tick Tax deductible if expenses in it are claimable.
  3. Click Save category. The category is created immediately and selected for this receipt — the rest of the form is untouched, so keep editing and save when ready.

Categories can also be managed in bulk at Categories — see Categories and tags.

Line items

Each line item has a name, quantity, unit price, amount, and its own category — so a single supermarket receipt can split groceries from office supplies.

  • + Add item adds a row; the × at the end of a row removes it.
  • Changing quantity or unit price fills in the amount automatically.
  • With two or more items, an items total appears. If it doesn't match the receipt Total, a hint offers a one-click "Use as total" to copy the items sum up.
  • Changing the receipt's category also updates line items that shared the old category — a short note tells you when that happens.

Item tags are edited on the receipt's detail page, not here — click any item row there to open its tag editor. See Categories and tags.

Saving changes

Click Save Changes at the bottom (or Cancel to go back without saving). You'll land on the receipt detail page with the updated information. Every save is recorded — click History in the action bar to see what changed and when.

Navigating away without saving discards your changes (except inline category creation, which saves immediately).