Receipts To Sheets Logo Receipts To Sheets

Documentation

Learn how to use Receipts To Sheets and integrate with other services

Documentation

Getting Started

Setup Guide

Features

AI FeaturesExcel ManagerMobile App

Integrations

Zapier Integration

Excel Manager Guide

Master the Excel Manager features for local file management, receipt processing, and maintaining complete control over your data.

Recommended Workflow

For the best user experience, we recommend using our Email to Google Sheets workflow instead of local Excel files. This provides better integration, automatic cloud storage, and easier collaboration.

Learn About Google Sheets Integration Set Up Email Processing

Why Use Excel Manager?

Complete Privacy

Your files stay on your computer. No cloud storage required.

Real-time Updates

Changes save directly to your file as you work.

File Control

Choose exactly where your files are stored and organized.

Browser Compatibility

File System Access API Support

For the best experience with direct file access, use a supported browser:

✅

Chrome 86+

Full support

✅

Edge 86+

Full support

✅

Safari 15.2+

Full support

⚠️

Firefox

Download mode

Fallback Mode

Browsers without File System Access API support will use traditional download/upload workflows. All features remain available.

Your First Excel File

Step 1: Access Excel Manager

Navigate to Excel Manager from the main menu or dashboard.

Step 2: Create or Open a File

Create New File
  1. 1. Click "Create New Excel File"
  2. 2. Choose location and filename
  3. 3. File is created with receipt columns
  4. 4. Start adding receipts immediately

Pre-configured columns: Date, Company, Amount, Category, Receipt Number, Payment Method, HSA Eligible, and more.

Open Existing File
  1. 1. Click "Open Existing File"
  2. 2. Browse and select your Excel/CSV file
  3. 3. File opens in the manager
  4. 4. Add new receipts or edit existing data

Supported formats: .xlsx, .xls, .csv files. Existing data is preserved.

Step 3: Add Your First Receipt

Receipt Input Options

Upload Image

Drag & drop or browse

Take Photo

Use device camera

Upload PDF

Digital receipts

Automatic Processing

Once you upload a receipt:

  • • AI extracts all receipt data automatically
  • • Data appears in your Excel file immediately
  • • HSA/FSA eligibility is determined
  • • You can review and edit before saving

Ready to Manage Your Receipts Locally?

Start with Excel Manager and keep complete control over your receipt data.