Tax year summary

The Summary report totals your spending by tax year, breaks it down by category and tag, highlights deductible amounts, and exports to CSV for your accountant.

The FY 2026 Summary page showing four stat cards and a breakdown by category
The Tax Year Summary — headline totals at the top, then a full breakdown by category.

Opening the summary

Click Summary in the left sidebar, or go to /summary. The page loads showing the most recent tax year that has receipts.

Use the Tax Year dropdown at the top to switch between years. Selecting a different year reloads the page instantly.

In Australia, a tax year runs from 1 July to 30 June. rct-keep assigns each receipt to a tax year based on its date — a receipt dated 15 May 2025 belongs to FY 2025 (the year ending 30 June 2025).

Summary totals

Four headline figures appear at the top of the page:

Receipts
Total number of receipts in this tax year.
Total Spent
Sum of all receipt totals for this year. Receipts with no amount recorded are excluded from this figure.
GST/VAT Paid
Sum of the tax component across all receipts. Only populated where the tax amount was recorded separately (extracted by OCR or entered manually).
Tax Deductible
Sum of totals for receipts assigned to a category marked as Tax deductible. Use this figure when preparing your deduction claims.

Breakdown by category

Below the totals, a table lists each category that has receipts in this tax year, showing:

  • Category name — with a deductible badge if applicable.
  • Receipts — how many receipts are in this category for the year.
  • Category total — the sum of all receipts in this category.
  • Tax component — the sum of GST/VAT for this category.

Uncategorised receipts appear in a separate No category row at the bottom. Assign categories to those receipts (via Edit) to move them into named groups.

Breakdown by tag

The tag breakdown appears below the category table. It lists every tag used on line items within the selected tax year, with item count, receipt count, and tag total.

Tags are applied to line items rather than receipts, so the tag total represents the sum of line item amounts — not the total receipt amount. This is useful for tracking spending on specific types of purchases across many receipts.

The tag breakdown only appears if you have tagged line items. See Categories and tags for how to add tags.

Export to CSV

Click the Export CSV button at the top-right of the Summary page to download a spreadsheet of all receipts for the selected tax year.

The exported file contains one row per receipt with the following columns: receipt ID, vendor, date, total, tax amount, currency, category, tax deductible flag, source (email or upload), and notes. Line items are not included in the export.

The CSV can be opened in Excel, Google Sheets, or Numbers — share it with your accountant or import it into accounting software.

The export includes only active receipts. Receipts in Trash are excluded. Restore any receipts you need before exporting.

Tips for a clean summary

  • Categorise everything. Uncategorised receipts appear in a catch-all row and don't contribute to the deductible total. Assign a category to every receipt before tax time.
  • Record the amount. Receipts with no total are counted in the receipt count but excluded from all dollar totals. Edit them to add the amount.
  • Set the date. Without a date, a receipt is assigned to the current tax year by default. If you're adding old receipts, edit the date so they appear in the correct year.
  • Resolve duplicates first. Duplicate receipts count twice in the summary totals. Go to Duplicates and resolve any outstanding pairs before relying on the summary figures.