Categories & Tags
Two Systems, One Goal
Receiptix gives you two complementary ways to organize expenses: categories and tags. They work differently by design.
Categories are fixed and assigned to individual line items. They power AI categorization and standardized reporting. Tags are custom labels you create and attach to entire receipts. They give you complete flexibility to organize spending however you want.
Categories
Receiptix uses 27 built-in categories. These are applied to individual line items, not whole receipts. A single receipt from a supermarket might have items categorized as Groceries, Alcoholic Drinks, and Pet Care.
You cannot add, rename, or delete categories. This consistency is what allows the AI to automatically categorize your items during receipt scanning and voice entry. You can always manually change the category on any item after it's created.
All 27 Categories
How Categories Are Assigned
Receipt Scanning
AI reads each line item and assigns the best-fit category automatically.
Voice Entry
AI categorizes items from your spoken description as it creates the receipt.
Manual Entry
You pick the category yourself for each line item. Change it anytime by tapping the category field.
Tags
Tags are custom labels you create and apply to entire receipts (not individual items). They're fully flexible -- you choose the names and colors.
Unlike categories, tags are not mutually exclusive. You can attach up to 10 tags to any receipt. They work across both personal and project receipts.
Working with Tags
- Create tags -- give each tag a name and color. Create as many as you need.
- Apply tags -- attach up to 10 tags per receipt. Select them when creating or editing a receipt.
- Edit or delete tags -- rename, change colors, or remove tags. You'll see the count of affected receipts before deleting.
- Filter by tags -- use tags in reports to filter for tagged-only or untagged-only receipts.
Why Two Systems?
Categories = Consistency
Fixed categories let AI assign them reliably. Your spending reports stay consistent and comparable over time. Every item lands in a well-defined bucket.
Tags = Flexibility
Tags adapt to your life. Track a trip, mark expenses as reimbursable, flag tax-deductible purchases -- whatever makes sense for you.