Receipts To Sheets Documentation
Learn how to use Receipts To Sheets and integrate with other services
Documentation
Getting Started
Features
Integrations
Getting Started
Welcome to Receipts To Sheets! This guide will walk you through setting up and using both the email integration and Excel file management features.
Choose Your Workflow
Email to Google Sheets
Forward receipts via email and automatically populate Google Sheets with extracted data.
- • Perfect for automatic processing
- • Cloud-based spreadsheet access
- • Works from any email client
- • Automatic HSA/FSA detection
Local Excel Files
Work with Excel files directly on your computer for maximum privacy and control.
- • Complete data privacy
- • Direct file system access
- • Camera integration
Note: For the best experience, we recommend using Google Sheets integration instead. It provides better collaboration, automatic cloud backup, and seamless synchronization.
Email to Google Sheets Setup
1Sign in with Google
First, you'll need to authenticate with your Google account to access Google Drive and Sheets.
What permissions are required?
- • Google Drive: Create and manage spreadsheet files
- • Google Sheets: Read and write spreadsheet data
- • Gmail: Access emails forwarded to your custom address
2Create a Mailbox
Create a dedicated mailbox for your receipts. You can create multiple mailboxes for different purposes.
Regular Mailbox
General receipt processing for all types of expenses.
- • Extracts all receipt data
- • Organizes by date and merchant
- • Suitable for business expenses
HSA/FSA Mailbox
Specialized processing for healthcare expenses with automatic eligibility detection.
- • Automatic HSA/FSA eligibility detection
- • Flags eligible amounts
- • Perfect for healthcare tracking
Pro Tip
Create separate mailboxes for personal and business expenses to keep them organized automatically.
3Connect Google Drive
Choose where your spreadsheets will be stored in Google Drive.
Folder Organization
Your receipts will be organized like this:
4Start Forwarding Receipts
Use your custom email address to forward receipt emails for automatic processing.
Your Custom Email Address
After creating a mailbox, you'll receive a unique email address like:
[email protected]How to Forward Receipts:
Manual Forwarding
- 1. Open the receipt email
- 2. Click "Forward"
- 3. Enter your custom address
- 4. Send
Automatic Forwarding
- 1. Set up Gmail filters
- 2. Match sender or subject
- 3. Auto-forward to custom address
- 4. Receipts process automatically
Google Drive Storage Integration
How Google Drive Storage Works
All your receipt data is stored directly in your own Google Drive account. You maintain complete ownership and control, and the data remains accessible even if you stop using our service.
Folder Structure & Organization
When you create a mailbox, the system automatically creates an organized folder structure in your Google Drive:
What Gets Stored
- • Complete email files (with attachments)
- • Extracted receipt data in spreadsheets
- • Processing metadata and timestamps
- • Links between emails and spreadsheet rows
Access Control
- • Files remain in your Google Drive
- • You can view/edit them anytime
- • Standard Google Drive sharing applies
- • Files persist if you stop using our service
Spreadsheet Integration
The system creates Google Sheets with structured columns for easy expense tracking:
| Column | Description | Example |
|---|---|---|
| Date | Transaction date | 2024-01-15 |
| Merchant | Store or service provider | Walmart |
| Amount | Total transaction amount | $45.67 |
| Category | Expense category | Groceries |
| HSA Eligible | Whether expense qualifies for HSA/FSA | Yes/No |
| Email Link | Direct link to original email | 📧 View Email |
Spreadsheet Editing
You can freely edit the spreadsheets in Google Sheets. The system only adds new rows for new receipts - your manual changes and additional data are preserved.
Accessing Your Files
From the Application
- • Dashboard provides direct links to folders
- • "View in Google Drive" buttons on mailbox pages
- • Quick access to spreadsheets from receipt confirmations
Directly from Google Drive
- • Navigate to your chosen root folder
- • Open spreadsheets in Google Sheets
- • Download files for offline access
- • Share folders with accountants or team members
Data Ownership
All files are stored in your Google Drive account. You retain complete ownership and control. If you ever decide to stop using our service, all your data remains safely in your Google Drive.
Excel File Management Setup
1Check Browser Compatibility
Ensure your browser supports the File System Access API for the best experience.
Chrome/Edge 86+
Full support
Safari 15.2+
Full support
Firefox
Download/upload mode
2Access Excel Manager
Navigate to the Excel Manager from the main menu to start working with local files.
What You Can Do
- • Create new Excel files and save them anywhere on your computer
- • Open existing Excel or CSV files
- • Process receipts directly into your files
- • Take photos with your camera (mobile/desktop)
- • Real-time saving (supported browsers)
3Create or Open a File
Start by creating a new Excel file or opening an existing one.
Create New File
- 1. Click "Create New Excel File"
- 2. Choose where to save it
- 3. Enter a filename
- 4. Start adding receipts
The file includes pre-configured columns for receipt data.
Open Existing File
- 1. Click "Open Existing File"
- 2. Browse and select your file
- 3. File opens in the manager
- 4. Add new receipts or edit existing data
Supports Excel (.xlsx) and CSV files.
4Add Receipt Data
Process receipts by uploading images or taking photos directly.
Receipt Input Methods:
Upload Images
Drag & drop or browse for receipt photos (hold button for multiple files)
Take Photos
Use your device camera directly (hold button for multiple photos)
PDF Receipts
Upload PDF receipt files
Automatic Processing
Each receipt is automatically processed to extract:
- • Date and time
- • Merchant name
- • Total amount
- • Individual line items
- • Payment method
- • HSA/FSA eligibility (if applicable)
Next Steps
Learn About AI Features
Discover how AI powers receipt parsing and HSA detection.
Set Up Integrations
Connect with Zapier, QuickBooks, and other tools.
Mobile App Guide
Learn about mobile-specific features and setup.