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Receipt & Expense Template for AI File Renaming

This template turns receipt photos (IMG_2041.jpg), emailed PDFs, and scans into expense records you can reconcile from the filename: store, date, amount, and an optional category from your own list.

Naming pattern

Section titled “Naming pattern”
{Detected Date} – {Vendor} – {Amount} – {Category}
BlockSourceExample
Detected DateThe purchase date on the receipt2026-06-03
VendorThe store or merchantWhole Foods
AmountTotal with currency code84 USD
CategoryCustom AI Block choosing from your expense categoriesMeals

Before and after

Section titled “Before and after”
BeforeAfter
IMG_2041.jpg2026-06-03 – Whole Foods – 84 USD – Meals.jpg
scan_receipt.pdf2026-06-01 – Amazon – 129 USD – Hardware.pdf
receipt (2).jpg2026-06-07 – Shell Gas – 52 USD – Travel.jpg

Build it

Section titled “Build it”
  1. Create a Template named “Receipts & Expenses” (or start from the built-in Bookkeeper Expenses template and adjust it).
  2. Add Detected Date, Vendor, and Amount Naming Blocks; set the date format to YYYY-MM-DD.
  3. Add a Custom AI Block with your category list — for example “Software, Travel, Meals, Office Supplies, Hardware, Parking”.
  4. Test on a mixed batch: a photographed paper receipt, an emailed PDF, and a scan. AI vision reads photos and image-only scans directly.
  5. Assign the Template to folder monitoring on the synced folder where receipt photos and downloads land.
Section titled “Related”