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Receipts & scanning

Photograph a receipt and Sumwright reads it for you — merchant, date, total, tax, card, and every line item — then files it, adds an optional tip and split, and matches it to the real charge on your statement.

Scan a receipt

1

Start a scan

iPhone & Android
From the Bills / Income tab tap Scan a receipt, then choose Take a photo, Choose from library, or Upload a file (image or PDF).
Mac & Windows
Upload a saved photo or a PDF receipt. Captured receipts sync from your phone, so anything you scan there appears here too.
2

Let AI read it

Sumwright extracts the merchant, date, total, tax, card last-4, and the line items. Review the fields and fix anything that didn’t read cleanly. Images are processed securely and never sold — see the Privacy Policy.

3

Add a tip & split (optional)

Pick a tip — 15%, 18%, 20%, or a custom amount — and how many people are splitting. Sumwright shows the tip, the total charged, and what each person pays. The tip-inclusive total is saved as the receipt amount, so it lines up with the real charge on your card.

4

Tag and save

File it as Personal, Business, or to a Project (pick an existing project or create one), then Save. It lands in your Receipts Vault.

Quick scan from the lock screen

iPhone & Android
On the lock screen, tap 🧾 Quick scan a receipt to open the camera and capture, review, tip/split, and save a receipt without fully unlocking the app — handy for grabbing a receipt at the table. Your other financial data stays locked.
Quick scan is a phone feature (it uses the camera on the lock screen). On Mac and Windows, open the app and use Scan a receipt.

Matching & duplicates

When a matching charge shows up in your linked accounts, Sumwright links the receipt to that transaction automatically (it matches the total within a few days, and prefers the account whose card matches the receipt). Because a receipt attaches to the transaction rather than becoming a second entry, nothing gets double-counted.

If you scan a receipt that looks like one you already saved — same merchant, date, and total — Sumwright asks you to confirm before saving a second copy.

Scanned before the charge posted? That’s fine. Sumwright keeps trying to match unlinked receipts as new transactions arrive, and you can trigger a re-match from the Receipts Vault (pull to refresh).

The Receipts Vault

Every saved receipt lives in the Receipts Vault — open it from the View receipts link on the Bills / Income tab. You can browse them newest-first, open the stored image, and delete any you don’t need. The vault is shared across your household and syncs to every device.

Import a statement

iPhone & Android
Use Scan a statement to photograph or import a PDF statement. Sumwright reads the transaction rows from it — useful for an account it can’t link, or to backfill history.

Statement text is read to pull out transactions; see the Privacy Policy for how images are handled.

Didn’t find what you needed?

Email support@sumwright.com