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

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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