Sumfolio

DIY Geeks

About this app

Sumfolio reads your receipts and writes them into a spreadsheet you already own: Google Sheets, or a spreadsheet on your Synology NAS. No retyping, and the data stays in your file.

Scan and check
• Take a photo of a receipt, upload a screenshot or PDF, or forward a receipt email to your own private address.
• Sumfolio reads the store, date, items, tax and total, and checks that the lines add up to the total before anything is written.
• Approve it, and the row goes into your spreadsheet in the layout you chose. The photo can go to your own Google Drive or NAS.

See where your money goes
• Connect your bank accounts through SimpleFIN to see money in and money spent each month, with each purchase counted once, whether it came from a bank charge, a receipt or an old spreadsheet row.
• Charges are matched to their receipts, so you can see which ones still need a receipt.
• Recurring finds your bills and subscriptions and shows what's due on a calendar.
• Budgets per category keep pace with the month.
• Import the spending you already track in a spreadsheet.

Profiles and sharing
• Keep personal and business spending in separate profiles.
• Share a profile with family or a bookkeeper, choosing who can view, add or edit.

Sumfolio is free during the beta. Try the demo first: it opens a private copy filled with made-up receipts, and it's deleted after 24 hours.

What’s new

The first Sumfolio release on Google Play: scan receipts into your own spreadsheet, match them to your bank charges, and see your spending, bills and budgets.