Snap a receipt, skip the data entry
Take a photo with your phone and let AI sort it into the right expense category for you.
- Time
- 10 min
- Tools
- Your phone, ChatGPT
- Level
- Medium
Download the cheat sheet (PDF)
Receipts pile up fast: in your wallet, your car, the bottom of your bag. Typing each one into a spreadsheet is the kind of task that never feels urgent until tax time. Here's a simple way to turn a stack of receipt photos into a tidy list you can drop straight into your spreadsheet.
What you'll need
- Your phone's camera
- A free ChatGPT account (it can read photos)
- The expense categories you already use, or the ones your bookkeeper asked for
Steps
- Lay a few receipts flat in good light and take a clear photo of each one.
- Open ChatGPT and attach the photos.
- Copy the prompt below, add your categories, and send it.
- Check the list against your receipts. Fix any amount or date that looks off.
- Copy the table into your spreadsheet or bookkeeping app.
- File or toss the paper receipts, depending on what your accountant recommends.
I've attached photos of receipts from my small business.
For each receipt, list: date, store name, total amount, and the best category from this list:
[your categories, for example: supplies, shipping, software, meals, travel]
Put the results in a table I can copy into a spreadsheet.
If anything is hard to read, write "check" instead of guessing.A few tips
- Double-check the numbers. AI is good at reading receipts, but faded ink and crumpled paper can trip it up. A quick look takes seconds.
- Do it weekly. Five receipts on a Friday is easy. Two hundred in April is not.
- Mind what you share. Receipts can include part of a card number. Crop that out if it shows, and don't upload anything you'd rather keep private.
This one is rated Medium only because it takes a couple of tries to get the photos right. After that, it's a ten minute habit that makes tax season a lot calmer.