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Receipts for Mac is a professional document management software designed for business, personal tax, accounting, and expense management. Its core function is to automatically recognize key information from receipts and invoices (such as amount, date, currency, etc.) and intelligently categorize them, providing users with a detailed financial overview. All data is stored locally, ensuring high confidentiality and security.


After obtaining the installation package, it is recommended to first check whether your system version meets macOS 10.13 or later.
Step 1: Double-click the downloaded .dmg image file. The system will automatically mount it and pop up the installation window.
Step 2: Drag the Receipts application icon on the left directly into the Applications folder on the right.
Step 3: Wait for the file copy to complete, usually taking 10-30 seconds depending on your computer’s performance.
Step 4: Open Launchpad, find the Receipts icon. The first launch will prompt a security verification.
Step 5: Go to “System Preferences” -> “Security & Privacy” -> “General” and click “Open Anyway”.
Step 6: After the software starts, it will guide you to set the default storage path and document classification rules.
Step 7: For first-time use, it is recommended to import a few test documents to verify OCR recognition results.
Step 8: Connect a scanner or set up folder monitoring to start the automated document processing workflow.
A: This is usually due to macOS security policies. Please go to “System Preferences” -> “Security & Privacy” -> “General” and click “Open Anyway”. If the option does not appear, Gatekeeper settings may be too strict; you can try temporarily disabling SIP.
A: The built-in OCR engine of Receipts for Mac achieves over 95% accuracy for Simplified Chinese. If recognition is inaccurate, ensure the scanned document is clear with a resolution of at least 300 DPI.
A: Set up filter rules in Apple Mail to automatically forward or save emails containing keywords to a specified folder. Then set that folder as a monitored directory in Receipts to enable automatic import.
A: Yes, all data is stored locally by default in the ~/Library/Application Support/Receipts/ directory. It uses encrypted SQLite database storage, and no third party can access it without your authorization.
A: Supports export to CSV, Microsoft Excel (.xlsx), PDF, and XML formats. For enterprise users, direct export to QuickBooks-compatible formats is also supported.
A: The simplest method is to use Time Machine for full system backup. You can also manually copy the database directory mentioned above, or use the “Export All Data” function within the software to generate a backup file.
A: The current version is primarily designed for single-user use. If multi-user collaboration is needed, it is recommended to place the database file in a shared folder, but be aware of file lock conflicts.
A: Please confirm that the latest driver is installed for your scanner and that it supports TWAIN or ICA protocols. Receipts has native support for ScanSnap series; for other brands, it is recommended to first test with the system’s built-in “Image Capture”.
A: The built-in exchange rate service automatically updates once daily from the European Central Bank’s official data source. You can also manually specify the rate source or set the update frequency in preferences.
A: When the database exceeds 100,000 records, it is recommended to regularly perform the “Database Optimization” operation. Also, ensure macOS is updated to the latest version and close unnecessary background applications.
| Shortcut Combination | Function Description | Use Case |
|---|---|---|
| Cmd + N | New document record | Manually enter a new receipt |
| Cmd + O | Open selected document | Preview receipt details |
| Cmd + F | Full-text search | Quickly find receipts |
| Cmd + Shift + F | Advanced filter panel | Filter by date, amount |
| Cmd + D | Duplicate selected record | Quickly create similar entries |
| Cmd + Delete | Delete selected record | Clean up invalid data |
| Cmd + E | Export selected data | Generate financial reports |
| Cmd + I | Show info panel | View document metadata |
| Cmd + Shift + I | Batch import | Import multiple documents at once |
| Cmd + , | Open preferences | Adjust software settings |
| Space | Quick Look | View without opening the file |
| Cmd + R | Refresh current view | Update document list |
Create Smart Folders in Receipts with rules such as “Amount > 1000 AND Date = This Month”, and the system will automatically categorize matching documents. This is very useful for monthly reimbursement reviews.
It is recommended to set up multiple Smart Folders corresponding to common categories such as “Dining”, “Transportation”, and “Office Supplies”. Each time new receipts are imported, the system will automatically match and file them, saving the hassle of manual dragging.
Select all receipts for a quarter and use the “Export to Excel” function. The system will automatically generate a report including amount summaries and category statistics. This provides clear data support when filing with tax authorities.
Before exporting, it is recommended to use the advanced filter function to exclude items that have already been reimbursed or written off. This ensures the exported report data is accurate and avoids double counting.
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