Receipts | Budgetum Help

Accessing the Add Receipt Screen

You can open the Add Receipt screen by:

Opening Add Transaction in expense mode and tapping the split icon next to the Category field
Using the Add Receipt option from an account's transaction view
Converting an existing transaction to a receipt via the Edit Transaction menu

When opened from Add Transaction, Budgetum carries over the selected account, date, contact, and any amount already typed as the receipt total. A selected category is used only to filter store suggestions; it is not applied to receipt items.

How Receipts Work

A receipt in Budgetum is a collection of items that all share the same:

Date - When the purchase happened
Account - Which account you paid from
Contact - The store or business where you shopped

Each item within the receipt can have its own:

Amount - How much that item cost
Category - Which budget category it belongs to
Description - What the item was
Tags - Additional labels for organization

This lets you accurately categorize a single shopping trip across multiple budget categories.

Add Receipt Screen Layout

Total and Date Row

At the top of the form:

Total Field:

Enter the total amount from your receipt
Tap to open the calculator-style number picker
This is the target amount—your item totals should match this
The app will alert you if your items don't add up to the total

Date Field:

Shows the receipt date
Tap to open the date picker
All items on this receipt will use this date

Account Selection

From Account Field:

Select which account you paid from
Tap to open the account picker (only accounts in your current main currency are available; foreign-currency accounts cannot be used on receipts)
Use the clear button (×) to clear the selection
Quick-select chips appear below showing recently used accounts in your current main currency (chips may be hidden when you have only one default account and it is already selected)

This account will be applied to all items on the receipt. The account section is only shown when you have at least one active account.

Contact Selection

"Paid to" (Payment Recipient) Field:

Select the store or business where you made the purchase
Tap to open the contact picker, or tap a chip to select a recent contact (tap again to clear)
Quick-select chips show recently used contacts. When Add Receipt was opened from Add Transaction with a category selected, the chips show contacts recently used with that category. Opening the contact picker uses the same category for its suggestions.

This contact will be applied to all items on the receipt.

Note: This field only appears if you have the "Show contact on transaction creation" setting enabled.

Items List

Below the header fields, you'll see:

"Add Item" Button:

Tap to add a new item to the receipt
Opens the Add Receipt Item screen

Items Card:

Lists all items you've added
Each item shows:
- Category name and icon
- Description (if provided)
- Tags (if assigned)
- Quantity badge (if more than 1)
- Amount in the category's color
Tap any item to edit it

Balance Indicator

At the bottom of the screen, a colored bar appears when your items don't match the total:

"Remaining: $XX.XX" (Blue)

Your items total less than the receipt total
The remaining amount needs to be assigned to items
Tap "Fix" to quickly add an item for the remaining amount

"Excess: $XX.XX" (Red)

Your items total more than the receipt total
You've added more than the receipt amount
Tap "Fix" to automatically adjust the total to match your items

The save button only appears when your items exactly match the receipt total.

Closing the screen: Tap the close (×) button to leave. If the total, date, account, contact, or items differ from when you opened the receipt, the app asks whether to discard your changes. An unchanged receipt closes immediately.

Adding Receipt Items

When you tap "Add Item", the Add Receipt Item screen opens with these fields:

Amount and Count Row

Amount Field:

The price of this item
Tap to open the calculator number picker
Enter the unit price if buying multiples

Items Count Field:

How many of this item you bought
Defaults to 1
The field is read-only; tap it to open the Number Picker (titled Items Count)
Must be a positive whole number (1, 2, 3, …). You cannot type a count freely, and decimals or zero are rejected
Increase for multiples (e.g., 3 bottles of water)
The total for this line will be amount × count

Price Suggestions: When you have a category (or description) entered and have more than one previous price for similar transactions, price chips appear below the amount field. Tap a chip to quickly select that price.

Description

Description Field:

Describe what this item is
Examples: "Milk 2%", "Birthday candles", "Paper towels"
Helps you remember what the purchase was for
Supports multiple lines for longer notes

Description Suggestions: After you select a category, up to ten chips appear below showing descriptions from saved transactions and items already added to the current receipt in that category, excluding hidden notes. The list is filtered as you type. Tap anywhere inside a chip, including the space around its text, to fill the Description field and refresh suggested prices.

When adding or editing a receipt item, long-press a description chip to open the usual bottom sheet:

Hide this suggestion hides that exact note in this category.
Hide all suggestions in this category hides all current notes in the category, including notes from other unsaved items in this receipt and notes beyond the visible chips. It does not use the text currently typed in the Description field as a filter.
Manage notes opens the selected category’s notes page.

When a category is selected and the Description field is empty (or contains only spaces), tap its right-hand three-dot button to open the same menu without Hide this suggestion. This remains available after all chips are hidden. The button is hidden when no category is selected or when you enter a note. The document icon on the left is decorative and has no long-press action.

Manage notes has Visible and Hidden toggles and starts on Visible. Visible includes distinct notes from saved transactions and other items already added to this receipt; duplicates appear only once. Hidden includes the category’s hidden notes. The category name appears in the app bar. Tap the hide icon on a Visible row or the restore icon on a Hidden row; tapping the row text does nothing. Restoring a draft-only note returns it to Visible while it is still present in this receipt.

Use the search icon in the app bar to open Search notes. It searches the current view across all records, including unloaded ones. Switching Visible/Hidden keeps the search text; the search-off icon clears it. Notes load in batches of 100 with Load more at the bottom. Switching views or changing search returns to the first batch.

The three-dot menu offers Hide all (N) on Visible and Restore all (N) on Hidden. With a nonempty search, these become Hide filtered (N) and Restore filtered (N). N counts all matching distinct notes, including unloaded notes and, on Visible, draft receipt notes. Actions run immediately without confirmation and affect only this category. Zero-count actions are disabled; loading or an ongoing action temporarily disables controls.

Use Back to return to the receipt item. Its entered description, amount, quantity, category, and tags are preserved, and suggestion chips refresh. Hiding or restoring never edits saved transaction notes or receipt items. Hidden choices are shared with Add/Edit Transaction and remain saved even if you cancel the receipt; a hidden draft-only note can be restored from Hidden later, but appears in Visible only if a saved transaction or the current receipt still contains it. Price suggestions and receipt history search remain available independently of hidden description chips. See Manage notes and description suggestions for empty states and detailed shared controls.

Saving Items

Add Another (✓ button):

When adding a new item, tap the checkmark to save and add another
The form clears but keeps your category (and tags) selected for the next item
A confirmation message appears briefly
Continue adding items until you've entered everything

Save Edit:

When editing an existing item, tap the checkmark to save changes
You return to the receipt screen

Delete (trash icon):

Only appears when editing an existing item
Removes the item from the receipt

Remaining / excess bar (adding an item)

When you are adding a new item (not editing one) and the receipt has a total greater than zero, a bar at the bottom of the item screen shows how the already-added items compare with that total:

Remaining: $XX.XX

The added items total less than the receipt total
Tap Add remaining to fill the amount with the leftover and set Items Count to 1. You still choose a category (and other fields) and save the item with the checkmark.

Excess: $XX.XX

The added items total more than the receipt total
No action button is shown on this bar

Save receipt

Appears on the bar when the added items already match the receipt total exactly
Saves the whole receipt from the item screen using the items already added; it does not add the item you are currently typing
After a successful save, you leave the receipt

This bar is hidden when you are editing an existing item, or when the receipt has no total yet.

Search History

At the bottom of the Add Receipt Item screen, a floating search button opens the Receipt History Search:

How it works:

Search through your past transactions
Find items you've purchased before
Select a result to copy its category, description, and amount
Great for items you buy regularly

When you have a contact selected on the receipt, the search prioritizes transactions with that contact, making it easy to find items you've bought at that store before.

Editing, Duplicating, and Deleting a Saved Receipt

Long-press a receipt group in a transaction list to open Edit, Duplicate, and Delete. These actions are also available from the receipt's transaction group page.

Long-press a single receipt item, including on category, section, contact, and tag lists where items are not grouped, and choose Edit receipt. The same action is in the three-dot menu on Edit Transaction for that item. It opens the receipt with all of its items. From Edit Transaction, leaving the receipt returns you to the list.

Edit opens the same form used to create a receipt, with all its items loaded even when the transaction list is filtered. Change the date, account, contact, or individual items; add items, remove items, or change quantities. The item total must match the receipt total before saving.

Changes stay in the form until you save. Saving updates the receipt and account balances together, preserving existing transaction identities where possible. Closing with no changes leaves immediately. If you changed the receipt, the app asks before discarding. Cancelling leaves the saved receipt untouched.

Duplicate opens a new receipt draft with the original items and today's date. Delete asks for confirmation before removing the entire receipt and all its transactions.

Editing Receipt Items

Tap any item in the items list to:

Change its amount, count, category, description, or tags
Delete the item from the receipt

Changes take effect immediately when you save.

Saving the Receipt

The save button (✓) in the top-right corner only appears when:

You have at least one item
Your items' total exactly matches the receipt total

When you save:

Each item line becomes one transaction. Its amount is the line total (unit price × count), and the count is stored on that transaction
Identical lines stay separate. Count is not combined across lines
All transactions share the same date, account, and contact
Each transaction goes to its respective category
The items are linked together as a receipt group

Converting a Transaction to a Receipt

If you've already recorded a single transaction but want to split it:

Open the transaction for editing
Tap the three-dot menu (⋮)
Select "Transform to Receipt"
The receipt screen opens with the amount and contact pre-filled
Add individual items to break down the purchase
The original transaction is replaced when you save

Use this when:

You recorded a quick total but want more detail later
You realize a purchase spans multiple categories
You have time to properly categorize a shopping trip

Viewing Receipt History

Receipts appear in your transaction history like regular transactions, but:

On Transactions, account lists, and sets, items from the same receipt on the same day are grouped together. If they all use one category, the group title is that category name with a receipt icon after it. If they use different categories, the group title is Receipt and the icon on the left is the receipt icon.
Category, section, contact, tag, and similar lists show each item on its own. A receipt icon after the category name (or after the description, when the category name is hidden) means that line belongs to a receipt.
The receipt's total contact badge shows on all items
Each item shows its category and line total. When the count is greater than 1, the line also shows ×N

Tip: Tap any receipt item to view and edit just that item, or view the contact to see all transactions at that store.

Tips for Using Receipts

Enter the total first - Start with the receipt total so you know when you've accounted for everything
Use the search feature - The history search finds items you've bought before, saving time on repeat purchases
Keep it simple - You don't need to itemize everything; group small similar items together
Use descriptions - Brief descriptions like "produce" or "cleaning supplies" help you remember later
Check your math - The balance indicator helps ensure you don't miss or double-count items
Set the contact - Linking to a store lets you analyze spending by location over time
Add items as you go - You can add items, return to the receipt, and add more without losing progress
Use the count field - For multiples of the same item at the same price, use count instead of adding separate items
Let suggestions help - The price and description suggestions from your history speed up entry significantly

Example: Grocery Store Receipt

Here's how you might enter a grocery store receipt:

Receipt header: Total $87.54, date today, account Checking Account, contact Supermart.

Items you add:

Groceries — Fruits and vegetables, $23.45 × 1
Groceries — Dairy (milk 2%), $6.50 × 2 → $13.00
Groceries — Meat, $28.50 × 1
Household — Paper products, $8.99 × 1
Health — Vitamins, $13.60 × 1

The milk line uses count 2 so you enter one line (price × 2) instead of two separate lines. Your item total matches the receipt total, so the save button appears. When you save, you get five transactions, one per line. The milk transaction is $13.00 with count 2, shown as ×2 in the receipt's transaction list. The others are one each at their line amount. All share the same date, account, and contact, each in its category.