Receipt matching
Receipts become records.
I have 1,017 receipts on file and I have not typed a line of one of them. Snap it, share it, and the ledger reads the merchant, every line item, the tax, the total and the currency, then goes looking for the charge it belongs to. Here is one of mine, as Quaestor read it.
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It reads the whole receipt, not just the total.
Most apps stop at the merchant and the total. That is the least interesting part of a receipt. The line items are where the truth is: what you bought, what each thing cost, what the tax was. Quaestor keeps all of it, and it files each line under a category from your own list, the one your transactions already use.
- Merchant, address, date, every line item, the tax, the total, the currency and how it was paid.
- Each line item gets a category from your own list, so batteries and groceries on one receipt land in different places.
- Discounts and refunds come in as negative lines, so the items add up to the printed total.
My own ledger, September 2026
- live accounts
- 66
- live bank connections
- 20
- institutions on three continents
- 18
- currencies, one net worth
- 4
- credit cards
- 36
- internal transfer pairs caught
- 97
- transactions, back to May 2012
- 5,410
- receipts on file
- 1,017
- recurring payments tracked
- 54
Then it looks for the charge it belongs to.
The bank line for a purchase says a street and a card network. The receipt says what you bought. Matching the two turns one line on a statement into the list of what actually happened, with categories, and the matcher tries it on its own for every receipt that comes in. Disagree with a match? Unlink it. Nothing is deleted.
- Amount and date first, then the merchant has to agree when both names are known. The card’s currency counts too.
- A confident match links itself. A close call waits for you with its best candidates listed.
- Unlink a wrong one and it remembers not to make that match again.
What a match takes
- Amount
- Within a few percent of the charge; a little wider when the receipt and the card are in different currencies.
- Date
- Candidates come from two weeks either side. The same day scores best; past a week the date stops helping and the amount and the card carry the match.
- Merchant
- When both names are known they have to agree. The right amount at the wrong store does not get through.
- Confidence
- One clear winner links itself. Two close candidates, or none, and the receipt waits for you.
From your phone, in one tap
Set up the share sheet once: an iOS Shortcut or an Android HTTP Shortcut, holding an upload token you can revoke from the app whenever you like. From then on it is photo, share, done, before you have left the checkout line. Any automation tool that can make a web request can use the same token, and the web app takes a drag-and-drop or a file from your computer as well.
Why I bother
Because a year from now the bank line will say a street address and a card network, and I will not remember what it was for. The receipt remembers. And because the assistant can read them: ask what was on your last hardware-store receipt, or how much of last month’s restaurant spending was tax, and the answer comes from the line items, not from your memory.
Frequently asked questions
- How do I get a receipt in?
- Three ways. Drop the photo on the Receipts page or pick it from your files. Share it from your phone: an iOS Shortcut or an Android HTTP Shortcut sends it straight in from the share sheet, set up once with an upload token you can revoke, and a phone browser gets a camera button on the Receipts page as well. Or point any automation tool at the same upload with that token. Either way it is read on its own and shows up in the table with what it found.
- What does it read off the receipt?
- The merchant and address, the date and time, every line item with its price and a category from your own list, the tax, the total, the currency, and how it was paid. Discounts and refunds come in as negative lines, so the items add up to the printed total. The categories are your own list, the one your transactions already use, not a taxonomy someone else picked.
- How does it decide which transaction the receipt belongs to?
- Amount first: within a few percent of the charge, wider when the receipt and the card are in different currencies. Then the date: candidates come from two weeks either side, the same day scores best, and past a week the date stops helping, so the amount and the card have to carry the match on their own. Then the merchant: when both names are known they have to agree, and a charge with the right amount at the wrong store does not get through. One clear winner links itself. Two close candidates, or none, and the receipt waits for you with its best guesses listed. Unlink a wrong one and it remembers not to make that match again.
- What if I paid cash?
- Then there is no card line to match, and the receipt stands on its own as the record: merchant, items, categories, total. It is searchable and the assistant reads it, but it does not enter your spending or your outlook by itself, because those are built from transactions. If you want it counted, add the purchase as a manual transaction; the receipt is the evidence for it.
- Does Quaestor train AI on my receipts?
- No. Your receipts are evidence for your ledger, not a study guide for anyone else’s model. The AI service that reads them is configured to restrict training use of customer content where that option exists, and the Privacy Policy says exactly what is kept and for how long.
Keep exploring
Stop typing receipts. Start keeping them.
7 days free, then $12.99 a month or $89.99 a year. Card required, cancel anytime before your first payment.
Free trial for first-time customers; if your organization has subscribed before, the paid plan starts at checkout. Renews automatically until you cancel in Settings. Taxes may apply.