Receipt Scanning lets you quickly add transactions by uploading digital receipts—including screenshots, images, or files saved from email—or by photographing a paper receipt. This feature extracts key details, such as merchant, amount, and date, to help you create accurate transactions and attach receipt images to your records. When a transaction already exists, Receipt Scanning enhances it by adding a tag, notes, and the uploaded image.
Table of Contents
- How Receipt Scanning works
- Scan or upload a receipt from Receipt Scanning
- Scan or upload a receipt from the Transactions page
- Upload a receipt from your photo gallery
- FAQs
- Privacy and Terms
How Receipt Scanning works
Receipt Scanning uses AI to extract information from your uploaded receipt, suggest matching transactions, and/or enrich existing transaction details. When applicable, it will also split a single receipt into multiple transactions grouped by category (for example, Groceries and Household).
- When a receipt matches an existing transaction, it adds a Receipt Import tag, includes notes, and attaches the image. Amounts are not overwritten.
- When a match cannot be made, it continues attempting to match the receipt to newly posted transactions. You can also manually add or match the transaction at any time.
Scan or upload a receipt from Receipt Scanning
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Note: The first time you scan a receipt, your device will prompt you to allow camera access. |
The Receipt Scanning page is where you can manage all your receipts.
- Open the Monarch mobile app.
- Open the navigation sidebar menu and select Receipts.
- Select Scan Receipt.
- Choose how you want to add your receipt:
- To scan a receipt: Align the receipt in the frame and take a photo.
- To upload from your device: Select the photo icon in the top-right corner and choose your image.
- Select Upload.
- Review the proposed details:
- Merchant
- Amount
- Date
- Subtotal (if applicable)
- Tax (if applicable)
- Tip (if applicable)
- Line Items (if applicable)
- Select Create Transaction.
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Tip: For best results, take photos on a clean, flat, well-lit surface and avoid creases and shadows. |
Scan or upload a receipt from the Transactions page
- Navigate to the Transactions page on the Monarch mobile app.
- Select Add > Scan receipt.
- Choose how you want to add your receipt:
- To scan a receipt: Align the receipt in the frame and take a photo.
- To upload from your device: Select the photo icon in the top-right corner and choose your image.
- Select Upload.
Upload a receipt from your photo gallery
- Open your mobile device’s photo gallery.
- Select the receipt image.
- Select Share.
- Choose the Monarch app.
FAQs
- What if no matching transaction is found?
- Why did my scanned receipt create multiple transactions and add a note?
- How are taxes handled with auto-split transactions?
- Can I upload multi-page receipts?
- Is this available on web?
What if no matching transaction is found?
If a match isn’t found right away, you have two options:
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- Select Add transaction to create a new transaction from the receipt details.
- Select Find match to search your recent transactions and match the receipt to an existing transaction.
If a matching transaction hasn’t posted yet, Receipt Scanning will continue trying to find a match as new transactions arrive. You can also come back later to match it manually.
Why did my scanned receipt create multiple transactions and add a note?
Auto-split transactions and Add transaction notes are enabled by default. To turn these off, open Settings, shown as a gear icon, from the Receipt Scanning page and update your preferences.
How are taxes handled with auto-split transactions?
When a transaction is split, taxes are distributed proportionally based on the split amount, and delivery fees and other fees are split evenly across all items.
Can I upload multi-page receipts?
Receipt Scanning currently supports one image per upload.
Is this available on web?
Receipt Scanning is only available in the mobile app. You can still add transactions manually on web.
Where can I learn about AI in Monarch and how my data is protected?
You can read more about AI in Monarch here. Data is never stored by our AI partners, and we never allow third-party partners to train on your personal data.
Privacy and Terms
Review our Privacy Policy and Terms of Use for how data is handled and stored.