Finance

Spending and receipts

Log what you spend, or take a photo of the receipt and let Tagged fill in the store, total and date. Spending then shows the month by category against your plan, by project, or month by month.

Every expense counts in one place: scanned receipts, typed-in ones, and expenses added on a project.

When to use it

At the checkout, to snap the receipt before it gets lost.
After a store run for a project, so the project’s budget stays right.
Once a month, to see where the money went against the plan.

Scan a receipt

PhoneComputer

Phone

On Home, tap the round +, then Scan Receipt.
Take a photo of the receipt.

Computer

Click + New at the bottom of the Tasks menu, then Scan Receipt.
Pick or take a photo of the receipt.

Wait while it shows Reading the receipt…. Tagged reads the photo on your device and fills in Store, Total and Date.
Check what it read. Anything it isn’t sure of has an amber ring and a Check mark until you change it.
Pick a Category: Groceries, Gas, Home projects, Eating out, Car upkeep or Other. It guesses from the store.
Pick Which project it’s for, if any, and who paid.
Add a note if you like, then tap the save button. It reads like “Save $54.27 to Groceries”.

Note: The first scan downloads the reader, so it takes a little longer. After that it’s quick.

Add an expense by hand

Tap +, then New Expense (on a computer, + New → New Expense).
Type the total, like 86.42, the store and the date.
Pick the category, the project if any, and who paid.
Add a receipt photo if you have one (it’s optional), then save.

Add an expense on a project

Open the project.
On a phone, tap Expense in the Add to project bar. On a computer, use ⋯ → Money → Add expense or Scan receipt.
Fill it in the same way. It’s saved to that project and counts in Spending too.

Read Spending

Open Finance, then Spending.
The month’s total is at the top with the plan, and On plan so far when you’re under it.
Use Group by to switch between By category, By project and By month.
Use the Month menu to look back up to a year.
Tap an expense to open it. You’ll see the receipt photo, the details, and Edit and Delete.

Change the plan

On Spending, tap Edit plan.
Set what you plan to spend each month in each category, or add a + New category.

Bars turn red only when a category goes over its plan.

Download your spending

On Spending, tap CSV to download the month as a spreadsheet file.

Questions

Does a card payment count as spending?

No. Spending counts what you bought, by category, never how you paid. That way nothing counts twice.

Where are receipt photos kept?

In Tagged, so you can open them from the expense.

I scanned the wrong receipt. How do I fix it?

Open the expense from Spending and tap Edit to change it, or Delete to remove it.

Still stuck? Send feedback from the ? menu at the bottom of the app bar on a computer. Back to the help center