Types of Data You Can Import via CSV
Learn about the CSV formats and supported files for the bank and credit card statements you can import into ReceiptRoller.
CSV Imports and the Unified Receipt View
Learn how to manage your receipt data alongside the bank and credit card statements you import via CSV, all on the same screen.
Totaling Spending and Managing Categories
Explains how to see your spending, automatically totaled by category from receipts and CSV imports.
Suggestions for Reviewing Fixed and Variable Costs
Explains how the AI review of fixed and variable costs works and how to make the most of it.
How We Handle Your Personal Data and Purchase History
Explains how ReceiptRoller handles your personal data and purchase history.
Reading Your Purchase History (Details, Totals, Categories)
Learn how to check receipt details, total amounts, and category breakdowns on the purchase history screen.
Reading AI Suggestions
Explains how to read and use ReceiptRoller's AI suggestion feature.
Importing Bank and Credit Card Statement Screenshots
Learn how to import screenshots of your bank or credit card statements into ReceiptRoller. AI reads the date, merchant, and amount automatically, recording spending and income (deposits) separately. Importing the same statement twice won't create duplicates.