Receipts on the road

On the road, take a photo or scan of a receipt and save it in a folder that syncs, such as iCloud Drive or Dropbox. Huismus usually picks it up within a few minutes. At home you make an expense of it in one click, with the receipt already attached.

Setting up a receipts folder

Go to Settings → Receipts folder and choose where Huismus looks.

• In the desktop app you choose a folder on your laptop. Huismus suggests a folder Huismus receipts in iCloud Drive, Google Drive, OneDrive or Dropbox, if they are on your laptop. Huismus makes the folder right away, so you see it on your phone too.
• In Docker, on a Raspberry Pi for example, you choose Dropbox or WebDAV. For that you first set it up under Settings → Backups. Huismus fetches the receipts itself and stays unreachable from the internet.
• With Dropbox, Huismus looks in Apps › Huismus › Receipts in your Dropbox.
• With WebDAV, such as Nextcloud, kDrive or Koofr, Huismus looks in the folder Huismus › Receipts, next to your backups. You see that folder in your storage service's app on your phone too.
• Do you use Syncthing? Then choose a plain folder that Syncthing keeps in sync. In Docker you link it first, see Huismus in Docker.

Huismus looks right away when something changes in the folder or in Dropbox. It picks up a file in a folder once it hasn't changed for a minute, so it's fully synced. To be safe it also looks every 10 minutes. With WebDAV it only looks every 10 minutes. When something comes in, the overview says, for example, 2 new receipts. Don't want to wait? Click Pick up now.

Saving a receipt on your phone

iPhone: open the photo, tap the share icon and choose Save to Files. Choose the folder, for example iCloud Drive › Huismus receipts.

Tip: in the Files app you can scan a receipt straight away. Open the folder, tap the three dots and choose Scan Documents. That makes a PDF.

Android: share the photo with the app of your service, such as Google Drive, OneDrive, Dropbox or Nextcloud, and choose the folder.

Huismus picks up PDFs, JPGs, PNGs and HEIC photos from an iPhone, up to 10 MB per file. Huismus keeps a HEIC photo as a JPG. The original is in the Picked up folder.

What Huismus does with the file

Huismus first saves the receipt in your administration. Then it moves it in your folder to the Picked up folder. That way you see what came in, and Huismus never picks anything up twice.

If something doesn't work, the file just stays in your folder. For example a Word file, or a file bigger than 10 MB. The Receipts folder page then says which file it is and why.

Making an expense of a receipt

On Expenses there is a Receipts button, with how many receipts have no expense yet. Click Create expense next to a receipt: you go to Process (see below), with the receipt large beside the fields. Fill them in and click Save. You get the next one right away.

Don't need a receipt? Remove it from the list. The file stays in the Picked up folder.

Process everything at once

Receipts come in by themselves for a month or a quarter. Then process them in one go: on Expenses, click Process. The number after it is how many are waiting for you: first the expenses to check, then the receipts without an expense.

You see one at a time. The receipt is large on the left, the expense's fields on the right, and the top shows where you are, for example 3 of 24. On your phone the receipt is above the fields.

• An expense to check: if it's all correct, click Looks right.
• A receipt: fill in the fields and click Save.
• Want to do one later? Click Skip. It comes round again at the end.

After the last one you see Nothing left to process. On a computer you see every page of a PDF. On your phone, or to see the receipt larger, click Open receipt.

Let your AI assistant process them

If you've connected an AI assistant (see AI assistants), say: Process my receipts in Huismus. It reads each receipt and makes the expense, with the receipt attached. If it can't read a receipt, it says so and the receipt stays with the receipts without an expense. What your assistant filled in gets the label To check and is under Process on Expenses. Click Looks right if it's all correct: you get the next one right away.

Your assistant only sees your receipts when you ask it to. Want Huismus to have them read by itself? See below.

Receipt reading

Huismus can also have your receipts read by itself, without you asking. It does that with an AI service you choose, with your own key. Every receipt that comes in then becomes an expense marked To check. You check it and click Looks right.

Go to Settings → Reading receipts with AI and choose a service:

• Anthropic (Claude), Google Gemini, Mistral or OpenAI. Create an account and an API key on the service's site. Huismus fills in the address and a model that can read images. You pay the service yourself, a small amount per receipt. Check the service's site for what it costs.
• Ollama, on your own computer or network. Your receipts then stay off the internet, and you need no key. Choose a model that can read images. If Huismus runs in Docker, use the address of the computer with Ollama on your network, for example http://192.168.1.20:11434/v1.
• Another service. Any service that works with OpenAI-compatible apps. Fill in the address, the model and your key.

When you click Save, Huismus first tries the service with one small image. If that doesn't work, Huismus says why and saves nothing. You won't see your key again after that, and it doesn't go into your backups.

After saving, Huismus also reads the receipts without an expense that were already there. On the overview you then see, for example, 2 new expenses to check.

What Huismus leaves

Huismus never guesses an amount. A receipt stays with the receipts without an expense, with the reason, when:

• it isn't clear enough, or isn't a receipt;
• there's more than one receipt on it;
• there's no total on it, or the amounts don't add up to the total;
• the VAT isn't on it, while you don't use the KOR;
• it looks like an expense you already have: the same day and the same amount.

Make that expense yourself, with Create expense. Huismus never sends the same receipt to the service twice.

Can't Huismus read for a while, because the service refuses your key or can't be reached? You'll see that in red with the receipts without an expense. The receipts wait, and Huismus tries again the next time it looks in your receipts folder.

Turn it off with Turn off on the same page. Huismus then forgets the service and your key.