Last Updated: December 2025

How Expense Atlas Works

From receipt to insight in seconds. Here's exactly how Expense Atlas helps you track expenses and achieve financial freedom.

Step 1

How do I add expenses to Expense Atlas?

You can add expenses in three ways: snap a photo of your receipt, forward email receipts to your personal inbox, or import bank statements. The AI handles everything automatically.

Photo Upload

Take a photo of any receipt. Our AI extracts merchant, amount, date, and individual line items automatically.

Email Forwarding

Forward email receipts from Amazon, Uber, airlines, and more. We parse attachments and email body automatically.

Bank Statement Import

Upload PDF statements from any bank. Our AI extracts all transactions and matches them to your receipts.

AI Processing
Extracting data...
MerchantTarget
Amount$47.82
CategoryGroceries

What the AI Extracts:

Merchant NameNormalized & cleaned
Transaction DateAny format recognized
Total AmountIncluding tax & tip
Line ItemsIndividual purchases
Payment MethodCard last 4 digits
CategoryAI-suggested, editable
Step 2

How accurate is the AI receipt scanning?

Expense Atlas uses advanced LLMs (Large Language Models) to achieve 99% accuracy on standard receipts. The AI handles crumpled paper, faded ink, handwritten notes, and even partially obscured text.

  • Works with photos, PDFs, and email attachments
  • Handles multiple languages and currencies
  • Learns from corrections to improve accuracy
Step 3

How does automatic categorization work?

Every expense is automatically categorized using AI that understands merchant types, item descriptions, and your personal spending patterns. You can customize categories and the system learns from your corrections.

Default Categories Include:

GroceriesDiningTransportationEntertainmentShoppingUtilitiesHealthcareTravelSubscriptions

Family Tracking: Assign expenses to family members by linking payment methods. See who spent what, all in one dashboard.

Expense categorization and analytics

Monthly Spending

-12% vs last month
Groceries$485
Dining$220
Transportation$180
Entertainment$150
Step 4

How do I track my spending and budgets?

Your dashboard shows spending by category, trends over time, and budget progress. Research shows that people who track expenses save 18% more than those who don't. Expense Atlas makes tracking effortless.

  • Visual charts for monthly/yearly trends
  • Set budgets with progress tracking
  • Export to CSV for taxes or accountants

Ready to take control of your finances?

Join thousands of users who save time and money with AI-powered expense tracking. Free tier available—no credit card required.