How can we help?
How the app works, step by step, and answers to the usual questions. Search, pick a topic, or write to us at the bottom of the page.
Start here: the app in four steps
Add a receipt
- Tap + in the middle of the bottom bar.
- Take a photo, choose photos or a PDF, or forward the e-receipt to your own address.
- Wait a few seconds while every line is read.
Topics
Common questions
How do I add a receipt?
Tap + and take a photo, or choose photos or a PDF. The shop, the date, every line and the total are read; check them and tap Save.
In the app:+ › Take a photo#
A long receipt doesn't fit in one photo
Shoot it in parts that overlap a little, up to 10 photos. A line caught in two photos is counted once.
In the app:+ › Take a photo#
How do I forward an e-receipt?
Settings shows your own forwarding address. Forward the shop's email there from your account's address and the receipt appears a minute later — up to 20 a day.
In the app:Settings › Receipts by email#
The total doesn't match the lines
Usually a discount was missed: tap “Add the discount” and it is spread over the lines. If a line is missing, open the receipt and fix it. A discount not printed on the receipt at all is added from the receipt too.
In the app:Spending › a receipt › Fix#
A purchase without a receipt
On the + screen choose “No receipt” and type what, when and how much. It counts like any receipt.
In the app:+ › No receipt#
How many receipts can I add?
Reading a receipt costs a model call, so the free plan reads 10 a month; the count is on the + screen and in Settings. Expenses typed in by hand never count.
In the app:Settings › Plan#
A receipt in another currency
It is converted into your account's currency at the rate of its day, and both amounts are kept on the receipt.
In the app:Spending › a receipt#
Where do I see what I spent?
Spending shows the month by category against the one before, a bar for each day and the receipts behind it. Switch to last month, the year or your own dates.
In the app:Spending#
A line is in the wrong category
Open the receipt and pick another category for the line. Lines the app was unsure of wait for you on Spending, and a name you correct for a shop is remembered next time.
In the app:Spending › Items without a category#
Seeing the family's spending
In a household, switch Spending from “Mine” to the family: the categories of everyone's shared receipts and a bar a day in a colour per person.
In the app:Spending › Mine / Family#
Where is the same product cheaper?
Products lists everything you buy however each shop prints it. A product shows its price in each shop, and a mark when another of your shops sold it for less recently.
In the app:Products#
A product has a strange name
Tap the pencil beside it and give it your own name. Receipts that print it the old way still land in it.
In the app:Products › pencil#
Watching several products together
Tick them and open Explore: months, totals and prices side by side. Save them as a set to open again; change a set and save the changes into it.
In the app:Products › Explore#
How do I add my salary?
Settings › Regular income: the amount and the day it comes. It counts every month by itself; money that came once is added from +.
In the app:Settings › Regular income#
I pay my own taxes
Turn on “I pay my own taxes” in Settings › Money: a rate on each taxed income and a fixed sum a month if you have one. Home then shows what is yours after taxes.
In the app:Settings › Money#
Rent and other fixed bills
Settings › Regular bills: rent, subscriptions, a loan — set once, taken off every month on their day.
In the app:Settings › Regular bills#
What is the balance on Home?
What is on your accounts now: the amount you entered once, plus income, less purchases and bills since. If it reaches zero, income is probably missing — Home asks.
In the app:Home › Balance#
What goals can I set?
Save for something, spend less on a category, or a habit such as eating out less. The AI checks the goal against what you actually buy and says whether it is doable.
In the app:Plan › Goals#
When do I get advice?
Once there are about 30 days of receipts. Advice names what you actually bought and how much each step would change.
In the app:Plan › a goal#
Keeping a receipt to myself
Mark it private: its money counts in the family's total, but nobody else sees what, where or when.
In the app:Spending › a receipt › Private#
A holiday with its own budget
Plan › Holidays: dates and a budget. Receipts from those days join it, and you see each day and what is left.
In the app:Plan › Holidays#
Business trips
Turn on business trips in Settings › Work trips. A business trip stays out of your budget and gets a per diem and a settlement for your employer as PDF or CSV.
In the app:Settings › Work trips#
How is the per diem counted?
From the departure and return times you enter, by the official daily rates — today those of Poland, at home and abroad; part days by hours, and meals provided reduce it. More countries will follow.
In the app:Plan › a business trip#
I didn't get the confirmation email
Look in spam, then press “Send again” on the banner. Until the address is confirmed you can look around but not add receipts.
In the app:Home › banner#
I forgot my password
On the sign-in screen press “Forgot your password?” and follow the link in the email.
In the app:Sign in#
Can I put it on my phone's home screen?
Yes: open it in your phone's browser and choose “Add to Home screen”. It then opens like an app.
In the app:Your phone's browser#
Downloading my data
Settings › Your data gives one archive with everything you keep here and the photos still kept. Lists on screen can be exported as CSV or JSON.
In the app:Settings › Your data#
Why did a receipt's photo disappear?
Receipt photos are kept 90 days, then deleted; the lines and totals read from them stay.
In the app:Spending › a receipt#
Deleting my account
Settings › Your data › Delete account, with your password. Everything goes for good; download your data first if you may need it.
In the app:Settings › Your data#
Didn't find an answer?
Write to us: the message goes to the people running Budget Agent, and you get a copy.
Or write straight to bohdan.razhyk.support@gmail.com.