Does SmartScan automatically put it in the right category?

moonpie

I am currently using the free trial. So far all my receipts have been done through SmartScan. I a considering upgrading the account in order to get unlimited SmartScan. However, I noticed that it labels the receipt, but does not put it into a category automatically. I'm not sure that paying for the upgrade is worth it to me if I need to manually put the receipt in the category every time. Thank you,

Victoria O'leary

Hi @moonpie
Welcome to Expensify!
We actually have a couple of features available which will definitely help you categorize your expenses automatically:

• Implicit Categorization

If you have merchants you use regularly, over time, we'll learn how you're categorizing these expenses and we'll do it for you.

• Expense Rules

These are specific rules that you can set up and control yourself, including categorization based on merchant
Check out the articles I've linked you for the full details!