Summaries

Your whole year, already added up.

Capturing receipts is only half the job. The Paper Keep rolls every receipt into living summaries — by financial year, by category, and by tag — so the numbers your accountant asks for are sitting there waiting, not buried in a shoebox.

Financial year summary

One page that answers "what did the year look like?"

Pick a financial year and get the full picture: total spend, the tax-deductible share, GST recorded on your receipts, and a month-by-month strip that shows exactly when the money went. Foreign-currency receipts are shown alongside with A$ equivalents where exchange rates are available.

  • Totals split into tax-deductible and everyday spending
  • GST tallied automatically from receipts that record it
  • Month-by-month spend across the financial year
  • Multi-currency totals with ≈ A$ estimates from monthly ATO rates
  • Every number exports to an accountant-friendly CSV

Australian financial years (July–June) are built in, so FY 2025/26 means the same thing to The Paper Keep as it does to the ATO.

Category view

Every category, ranked and trending.

The category screen is a league table of your spending. Each category shows its receipt count, total, average, share of the financial year, and a twelve-month sparkline — so you can see at a glance that hosting crept up while office supplies stayed flat.

  • Group categories your way — work, home office, travel, personal
  • Deductible categories separated from everyday spending
  • Twelve-month sparklines reveal trends per category
  • Colours and descriptions keep the list scannable
  • Sort by amount, count, or name; filter by financial year

AI assigns a category to each receipt on import. The ones you correct become the gold standard for the next receipt from the same vendor.

Tag rollups

Slice spending across categories with tags.

Categories answer "what kind of expense was this?" — tags answer everything else. Tag line items client-meeting, project-nimbus, or reimbursable and the tag screen totals them up across every receipt they touch, whatever category those receipts live in.

  • Tags attach to line items, so one receipt can feed many rollups
  • Organise tags into groups — purpose, project, billing status
  • Each tag card shows its total, receipt count, and recent activity
  • Stitch a work trip together: flights, hotel, rides, meals under one tag
  • Jump from any tag straight to the receipts behind the number

Tags are free-form and merge-friendly — start loose, tidy up later, and the totals follow.

See your own year on one page.

Connect an inbox or forward a few receipts, and the summaries build themselves as the receipts come in.

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