Getting Started
SnapKeep helps you track receipts and expenses effortlessly. We prioritize your privacy and data ownership by storing everything directly in YOUR Google Drive.
First-Time Setup
Sign in with Google
Click the Sign In button and choose your Google account.
Grant Drive Permission
Google will ask to access Drive. Click Allow.
You're Ready!
SnapKeep will automatically create a SnapKeep/receipts/ folder in your Drive.
Get Started in 3 Steps
Start tracking receipts in under 5 minutes.
Upload
Drag & drop or snap a photo. We support JPG, PNG, and PDF.
Review
AI extracts the details. You verify the data and assign a project.
Done
View analytics instantly or export to CSV tax reporting.
Video Tutorials
Watch step-by-step video guides to get the most out of SnapKeep. Each tutorial covers a specific feature in detail.
Uploading Receipts
Supported Files
- Photos (JPG, PNG, WEBP)
- PDF documents
- Max 5MB per file
- Batch upload up to 10 files
How It Works
- Navigate to Import
- Drag files or click "Browse"
- AI processes each file (~10s)
- Check "Completed" list
Pro Tip
You can switch projects directly on the Import page before uploading to automatically assign them.
Manual Entry
Perfect for cash transactions or lost receipts. Go to Review → Add Manual Entry.
- Cash payments
- Venmo/Zelle transfers
- Recurring subscriptions
- Date & Amount
- Vendor Name
- Project Assignment
Reviewing & Editing
Uploaded receipts enter the Review stage as "Drafts". They are not included in reports until approved.
The Validation Workflow
Initial state. AI has extracted data, but you need to confirm accuracy and assign a project.
Click Review button. If details are missing (like Project), the system will prompt you.
Final state. The transaction now appears in your dashboard analytics and export files.
Bulk Actions
Select multiple items to:
- Approve all at once
- Bulk edit category/project
- Delete selected
Crucial Step
Project Assignment is Mandatory.
You cannot finalize a transaction without assigning it to a project first. This ensures your data stays organized.
Projects
Projects are the core organizational unit in SnapKeep. Group expenses by Client, Event, Year, or Category.
Managing Projects
Create
Go to Projects sidebar → "Add new project"
Assign
Link receipts to projects during upload or review.
Exporting Data
| Format | Best Use Case |
|---|---|
| Detailed Ledger | Granular backup, Excel editing |
| Profit & Loss | Tax filing, Accountant review |
| Monthly Summary | Quick health check |
Accountant-Ready Exports
Check the "Include Receipt Links" box when exporting. This adds a column with direct links to the receipt images in your Google Drive.
Dashboard
Your financial cockpit. Filters at the top control all cards and charts instantly.
Frequently Asked Questions
Is my data safe?
Yes. Files are stored in your own Google Drive. We only store metadata (amounts, dates) in our secure database to power the dashboard.
What happens if I cancel?
You keep all your files. They are in your Google Drive, so you never lose access to your receipts.
Can I invite my accountant?
Currently, you should export data as CSV or share the specific Google Drive folder with them directly.
Why did a receipt fail to scan?
Ensure the image is clear, well-lit, and less than 5MB. Blurry images or complex handwritten notes may fail.