Getting Started with ReceiptMatrix
This guide covers the full workflow in a web-friendly version: import receipts, process and review them, edit what matters, export your records, and confirm the settings that affect daily use.
1. Install and open the app
Download ReceiptMatrix from the Mac App Store and launch it from Applications. The app runs on macOS and keeps its working receipt data on your Mac.
2. Import your first receipt
Start with a PDF or a common image format like PNG, JPG/JPEG, HEIC, or TIFF. You can click Import, press Command + N, drag files into the app window, or later add watched folders in Settings -> Folders.
For a first run, use a small sample set so you can review the extracted fields before processing a larger batch.
3. Review OCR results
After import, click Read All to run OCR and extraction. ReceiptMatrix extracts vendor, date, total, tax when available, receipt text, and a suggested category. Treat the first pass as a draft. Check the values you care about before using them for bookkeeping or tax work.
If a vendor or amount looks off, correct it in the app. The categorization system learns from corrections over time, so recurring vendors should need less cleanup later.
4. Edit fields and add notes
Make corrections while the receipt is still fresh. Adjust the category, fix the vendor, date, total, or tax, and add business-purpose notes where needed. Manual overrides become the values used for display and export.
5. Export your records
When you are ready to hand work off or archive a period, export as CSV, PDF, or Tax ZIP. CSV is available from Receipts and Reports. Schedule C PDF export and the accountant export package are available from Reports. Use Reports when you want summaries, category breakdowns, vendor breakdowns, or timeline trends before exporting.
For a deeper breakdown of each export format, see Exporting Receipts.
6. Check the basic settings
Before you settle into a routine, confirm whether you want watched folders, background processing, launch at login, analytics, or scheduled exports. Settings also cover storage cleanup, privacy preferences, and subscription status. If you plan to process receipts automatically from a folder, continue with the Background Processing guide.
7. Delete and restore receipts
Deleting a receipt removes it from the app but does not delete the original underlying file by default. If you delete something by mistake, an undo option appears and Command + Z restores the receipt with its metadata and edits.