Edit a receipt

Correct OCR errors, add a category, record the business purpose, or add line items.

The Edit Receipt form showing Vendor, Date, Total, GST/VAT, Currency, Category, and Notes fields
The Edit Receipt form — fill in or correct any field and click Save.

Opening the edit form

There are two ways to open the edit form for a receipt:

  • From the receipt list — click any receipt row to open its detail page, then click the Edit button in the top-right action bar.
  • From the detail page — click Edit in the top-right action bar (next to Reprocess, History, and Delete).

The edit form opens on the same page. Use your browser's back button or the breadcrumb at the top to return without saving.

Fields

Vendor
The shop, business, or service name. Extracted automatically from the receipt image — correct it if OCR got it wrong.
Date
The date of the transaction. Used to assign the receipt to a tax year. Receipts without a date are assigned to the current tax year.
Total
The full amount paid, including tax. Used in summary reports and category totals.
Tax
The GST/VAT component of the total, if shown separately on the receipt. Used in the tax year summary.
Currency
Three-letter currency code (e.g. AUD, USD, EUR). Defaults to AUD.
Category
Assign the receipt to a category for grouped reporting. Choose from your existing categories or create a new one inline — see below.
Notes
Free-text notes. Record the business purpose here — for example Client lunch — project scoping or Home office equipment. Notes are stored with the receipt and appear in exports.

Creating a new category inline

If the receipt belongs to a category you have not created yet, you can add it without leaving the edit form:

  1. Open the Category dropdown and scroll to the bottom, then click New category (or expand the New category section below the dropdown).
  2. Enter the category name and optionally tick Tax deductible if expenses in this category are deductible.
  3. Click Add. The new category is created and automatically selected for this receipt.

Categories can also be managed in bulk at Categories in the left sidebar.

Line items

For receipts with multiple items (groceries, office supplies, etc.), you can record each item individually. Line items appear in the Tags breakdown in the Summary report.

  1. Scroll to the Line Items section of the edit form.
  2. Click + Add item to add a new row.
  3. Fill in the description, quantity, unit price, and optionally the tags field. Tags are comma-separated free-text labels (e.g. office, computer, equipment).
  4. Add as many items as needed. Click the × at the end of a row to remove it.

If the receipt was processed by AI enrichment, line items may already be pre-filled. Review and correct them as needed.

Saving changes

Click Save changes at the bottom of the form. You'll land back on the receipt detail page showing the updated information. Every save creates a history entry — click History in the action bar to see what changed and when.

Navigating away without saving discards all changes. Use the Save changes button — do not rely on your browser's back button to save.