Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)!
A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a particular transaction.
So we've been curious for more detail on what that would allow you to do or make easier for you. Is it strictly an organizing need? Tax reporting? Small-business use? Something else entirely?
Hearing more detail about how people want to use it would help contextualize this one—thanks!
For me personally, I would use the ability to attach a receipt for tax based transactions or items that I may return, so I have the evidence that I am claiming in a form the IRS would want. I really do not think I would use the OCR feature, but the ability to have one place I can go for my financial overview would be nice.
I just wrote this to someone else, but I'm using this app called SimplyWise to take photos that digitize all of my receipts. It lets you export all of your data into a spreadsheet, which you can then upload into YNAB. It also pulls out reminders for warranties or return dates, and then reminds you of them. It's VERY simple, I've been telling all of my friends to get it.