Track expenses from screenshots

The problem

Receipts pile up in camera rolls, inboxes, and downloads, while expense spreadsheets lag behind.

How Caddy helps

• Read receipt screenshots or email attachments.
• Save the source file to the right Drive folder.
• Extract merchant, date, amount, category, and notes for spreadsheet tracking.

Why Caddy is different

Caddy lives in Messages, so the workflow starts where you already text. It can text first when something matters, use connected tools when you allow it, and ask for approval before sensitive actions like sending email or changing calendar details.

What the workflow looks like

1. 1

   Send Caddy a screenshot, receipt, or forwarded email.

2. 2

   Caddy identifies the key expense details and where the file should go.

3. 3

   Caddy saves the receipt and prepares the spreadsheet entry.

Texts to try

• “Add this receipt to my expenses sheet”
• “Save this screenshot in my 2026 receipts folder”
• “Log this as a client dinner and keep the receipt in Drive”

Common scenarios

Best ways to use it

• Name the project, trip, client, or reimbursement category in the message.
• Use one Drive folder per tax year, client, or trip.
• Ask Caddy to flag missing details before logging an expense.

Frequently asked questions