Getting Started

Your quick guide to using ExpenseAI Tracker

Welcome to ExpenseAI Tracker! 🎉

ExpenseAI Tracker uses artificial intelligence to automatically extract expense information from your receipts. No more manual data entry - just snap a photo or upload a PDF, and we'll handle the rest!

Follow these simple steps to get started, or jump to Features Guide for detailed information.

1

Create Your Account

Sign up with your email or use Google Sign-In for instant access.

Visit the sign-up page
Enter your email and create a password (or use Google SSO)
Verify your email if required
Log in to access your dashboard
2

Upload Your First Receipt

Take a photo or upload an existing receipt image or PDF.

Click the 'Upload Receipt' button on your dashboard
Choose a file or take a photo with your camera
Upload multiple receipts at once if needed
AI automatically extracts all expense details
3

Review and Organize

Check the AI-extracted data and organize by property (optional).

Review the extracted date, amount, vendor, and category
Enable Landlord Mode to assign expenses to properties
Edit any details if needed
Add custom categories for better organization
4

Export for Tax Time

Download CSV reports and receipt archives for your records.

Filter expenses by date, category, or property
Export to CSV for spreadsheet analysis
Download all receipts in a ZIP file
Give organized records to your accountant

Quick Start by Use Case

Mobile Users

Install the app on your phone for instant camera access. Snap photos of receipts on the go!

Email Users

Forward receipt emails to your dedicated address (if configured) for automatic processing.

Landlords

Turn on Landlord Mode to automatically track expenses by rental property.

Tax Prep

Use filters to view expenses by category, then export for IRS-compliant reporting.

Tips for Success

Take Clear Photos

Make sure all text is readable and the receipt is well-lit. The AI works best with clear, high-quality images.

Review AI Extractions

The AI is very accurate, but always review extracted data. You can easily edit any details if needed.

Use Landlord Mode

If you have rental properties, enable Landlord Mode to automatically assign expenses to specific properties.

Upload Regularly

Don't wait until tax time! Upload receipts as you get them to stay organized year-round.

Install as App

Install ExpenseAI on your phone's home screen for quick access and camera integration. See installation instructions.

Backup Your Data

Export to CSV and download receipt archives regularly. We recommend monthly or quarterly backups.

What's Next?

Now that you know the basics, explore all the features ExpenseAI has to offer!