AI Budget Assistant

Voice Input & Receipt Scanning

Let AI do the work. Speak your expense naturally or photograph a receipt — the app extracts amount, description, merchant, and category automatically.

Voice Expense

Voice Expense screen

How It Works

  1. Tap Voice Input from the Dashboard quick actions, or tap + on the Transactions screen and select Voice Input
  2. You’ll see a large microphone icon with the text “Tap to start speaking”
  3. Tap the microphone button to start recording
  4. Speak naturally, for example: “Coffee at Starbucks, five dollars”
  5. Tap again to stop recording
  6. The app processes your speech and extracts expense details

Confirmation Screen

After processing, you’ll see a confirmation with the parsed data:

Review the details, make any corrections, then: - Tap Save Expense to confirm and save - Tap Try Again to re-record

After saving, you can tap Add Another to record a new voice expense.

Tips for Best Results

Scan Receipt

Scan Receipt screen

How It Works

  1. Tap Scan Receipt from the Dashboard quick actions, or tap + on the Transactions screen and select Scan Receipt
  2. You’ll see three options: - Take Photo — opens your camera to photograph the receipt - Choose from Gallery — select an existing photo - Upload PDF — pick a PDF file (digital invoices, scanned receipts up to 10 MB)
  3. Optionally, enter Additional instructions for AI (e.g., “Split equally between two people”, “Ignore the tip”)
  4. The app analyzes the receipt and extracts data

Confirmation Screen

After AI analysis, you’ll see:

Review and correct any details, then: - Tap Save Expense to confirm - Tap Scan Again to try a different photo

Tips for Best Results

Editing Items

AI extraction isn’t always perfect — a price digit can get dropped, a discount can bleed into a unit price, or the scan can miss a line entirely. You don’t need to rescan or delete the whole expense to fix it:

Every item is listed — there’s no cutoff, however many the receipt has. Any change you make updates the category split and totals immediately, so what you save always matches what’s on screen. The receipt’s overall total, discount, and deposit stay as scanned; only the individual line items are editable.

Category Splits

Grocery-store receipts often mix several kinds of items in one trip — food, household supplies, alcohol. When the app recognizes more than one kind of item on a receipt, it automatically splits the expense across the matching categories instead of putting it all in one.

Works the same way whether you scan through the app or through the Telegram, WhatsApp, or Slack bots.

Scanning a Stack of Receipts

Caught up on a week of paper receipts? After you save one, the confirmation prompt offers two choices instead of just closing the screen:

While you’re scanning, a small counter shows how many receipts you’ve saved this session. Every 15 receipts, the app checks in with a friendly reminder that you can keep going or take a break — your progress is already saved either way. The counter resets once you leave the screen; it’s just there to give you a sense of progress during one sitting.

Already-Scanned Receipts

The app warns you before a receipt ends up in your expenses twice:

The Telegram, WhatsApp and Slack bots give the same warnings, with a Scan anyway button.

Sharing from Another App (Android)

Got a receipt as a screenshot, a banking-app confirmation or an e-receipt PDF? You don’t have to open the scanner:

  1. In any app (gallery, Gmail, your bank, a store app), tap Share
  2. Choose AI Budget
  3. The app opens straight on the filled-in confirmation screen — check it and tap Save

You can share images and PDFs, up to 10 files at a time (a PDF up to 10 MB). Several files become separate expenses, one after another — the title shows your progress (“Receipt 2 of 5”) and Next takes you to the following file. If a file can’t be read, choose Skip or Enter manually. Closing the screen asks before discarding the files still waiting. Each file counts as one receipt scan against your AI limit; if the limit runs out, the remaining files are left for later.

Sharing works on Android only. On iPhone and in the web app, use Scan Receipt instead.

Forwarding E-receipts by E-mail

Many shops and online stores e-mail you a receipt or an order confirmation. Instead of scanning it, you can forward it to your own private address. Each forwarded e-mail shows up in the app as an expense waiting for you. Nothing is saved until you confirm it.

Being rolled out. This feature is switched on gradually. If you see E-mail receipts in Settings, you can use it. If you don’t see it yet, it hasn’t reached your account.

Getting your address

  1. Open Settings → E-mail receipts
  2. Tap Create my address. Only account owners and editors can do this.
  3. Under Your private address, tap Copy
  4. Under Add receipts to, choose the account where confirmed receipts are saved. Only accounts you can edit are listed.

The address belongs to you, not to the account. Members of a shared account never see the e-mails you forward.

Setting up forwarding in Gmail

  1. In Gmail, open Settings → See all settings → Forwarding and POP/IMAP → Add a forwarding address, and paste your private address
  2. Gmail sends a confirmation code to that address. It appears in the app under Settings → E-mail receipts on a Gmail confirmation code card, with a Copy button. Enter the code in Gmail. The code is shown only in the app, never in a notification, and only for about 30 minutes. If it has gone, ask Gmail to send it again.
  3. Create a filter (Settings → Filters and blocked addresses) for the shop’s sender address, or for a subject such as “receipt” or “order”, and choose Forward it to your address

Don’t forward all your mail. Use a filter. It protects your privacy, and unrelated messages won’t use up your AI limit.

Setting up forwarding in Outlook

  1. In Outlook, open Settings → Mail → Rules, and add a rule for messages from the shop or with “receipt” in the subject
  2. Choose the action Forward to and enter your private address

Some Outlook.com and Microsoft 365 accounts block automatic forwarding to outside addresses. If yours does, forward each receipt by hand. A manual forward from your phone works just as well.

Confirming a receipt

When a forwarded receipt has been read, you get a notification. You’ll also see a banner on the Transactions screen, E-mail receipts to confirm: N. You can always open the list from Settings → E-mail receipts → Open the e-mail receipts inbox.

Each e-receipt that is read counts as one receipt scan against your AI limit. Duplicates, and e-mails with no receipt in them, are skipped without using it. If a shop only sends a link to the receipt, forward the PDF instead, because links are never opened. A photo of the receipt can be kept with the expense. A PDF or a plain e-mail is not attached. The list needs an internet connection.

If your address leaks

Tap Rotate address. The old address stops working immediately, and mail sent to it is rejected. Then update the forwarding rule in your mailbox to the new address. Gmail asks for a confirmation code again. To stop receiving e-receipts altogether, tap Disable address.

Privacy and retention

Voice Income

Capture received payments by voice — same flow as Voice Expense, optimised for income.

How It Works

  1. Tap Voice Income from the Dashboard quick actions, or tap the microphone icon in the Add Income form footer
  2. Tap the (green) microphone button to start recording
  3. Speak naturally, for example: “Received 500 from client, consulting fee”
  4. Tap again to stop recording
  5. The app extracts the amount, description, and best-matching income category

Confirmation Screen

Tap Save Income to confirm, or Try Again to re-record.

Tips for Best Results


Scan Invoice

Photograph or upload an invoice or payment document to capture income automatically.

How It Works

  1. Tap Scan Invoice from the Dashboard quick actions, or tap the document icon in the Add Income form footer
  2. Choose Take Photo, Choose from Gallery, or Upload PDF
  3. Optionally, enter additional instructions for the AI
  4. The app extracts the total amount, date, and category

Confirmation Screen

Review the details, tap ✓ to save or the pencil icon to open the full Add Income form with the data pre-filled.

Note: Invoice OCR extracts the total and date only. Line items from invoices are intentionally ignored to avoid double-counting on multi-line billing documents.


FAQ


See also: Expenses & Income | AI Chat

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