Receipts Pro 5.2.3

Tidal Pool Software – Commercial – iOS
out of 3 votes

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As featured by Apple in the Taxes & Receipts collection

The Receipts app provides an effective solution for tracking personal and business income and expenses, including mileage. This highly customizable and feature-rich expense tracking application stands out in its category. Users can create budgets, manage accounts, organize categories, apply filters, and utilize nine customizable receipt fields. The app streamlines the process of submitting expense reports, making it particularly useful during tax season.

Adding receipts is quick and efficient with the autofill feature. Users can capture photos, incorporate drawings, record voice memos, and attach files from other applications. Receipt totals can be entered in any currency, with instant conversion to the user's home currency. Furthermore, sophisticated filters allow users to search for receipts based on multiple fields.

The app includes visually appealing graphs that help track income and spending patterns over time, organized by account, category, and currency.

Reports can be generated in Excel, PDF, HTML, and CSV formats, including the option to embed photos and drawings within PDF documents. Users can customize report names, headers, and select which receipt fields to include. Reports are easily shareable through platforms such as Box, CloudApp, Dropbox, Evernote, and Google Drive.

For those managing group finances or business expenses, Receipts offers cloud syncing capabilities to keep multiple devices updated. Automatic sync support ensures that all data remains consistent across devices. Users can also import and export receipts in CSV format with attachments to various destinations.

Overview:
<ul>
 <li>Visualizations such as pie and bar graphs to analyze accounts, categories, units, spending trends over time, custom currency fields, and income/expenses</li>
 <li>Email or print reports and open graphs in other applications</li>
</ul>

Receipts Features:
<ul>
 <li>Add income, expense, or mileage receipts with ease</li>
 <li>Record receipts in any currency while maintaining home currency totals</li>
 <li>Utilize autofill to replicate data from previous receipts</li>
 <li>Create repeating receipts with set intervals and end dates</li>
 <li>Attach various media including photos, drawings, voice memos, and additional files to receipts</li>
 <li>Edit receipt photos by rotating, scaling, cropping, and adjusting brightness and contrast</li>
</ul>

Reporting Options:
<ul>
 <li>Generate diverse reports—Excel, PDF, CSV, HTML—with the ability to attach relevant documents</li>
 <li>Add custom headers and specify report names</li>
 <li>Sort and group receipts by any field of choice</li>
 <li>Select fields for inclusion in reports along with customization of their order</li>
 <li>Embed images within reports (1-4 per page) and overlay receipt fields on visuals</li>
 <li>Provide links to file attachments in Excel and HTML formats</li>
 <li>Compress report files along with any attachments for streamlined sharing</li>
 <li>Preview reports prior to distribution via various channels such as email or cloud services</li>
</ul>

Settings for Personalization:
<ul>
 <li>Create accounts to manage groups of receipts effectively</li>
 <li>Utilize budgets for monitoring spending habits</li>
 <li>Establish categories and subcategories tailored to specific needs</li>
 <li>Select from over 450 account and category icons alongside color customization options</li>
 <li>Create custom receipt fields including various types such as currency or tags</li>
 <li>Implement filters for a personalized search experience based on chosen fields</li>
 <li>Receive notifications to add receipts or reminders for backups and reports</li>
 <li>Secure financial data with a passcode feature</li>
</ul>

Data Management:
<ul>
 <li>Synchronize multiple devices (requires an account with Box, Dropbox, or Google Drive)</li>
 <li>Easily import/export receipts (CSV) alongside their attachments</li>
 <li>Backup and restore both data and application settings seamlessly</li>
</ul>

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