How-to guides are short recipes for one task each. They assume you already have a copy running and know what you want to do; for a first walk-through, start with the tutorials, and for background, see the explanation pages.
Deploy and configure
Deploy from the command line
Install with
bun run setup, deploy with bun run deploy, and check a config with a dry run.Set up email
Route a receipt address to the Worker, allow your senders and send a test.
Forward a copy of incoming mail
Get every message sent to the receipt address in your own inbox too.
Keep sales invoices
File the invoices you send and match them to money coming in.
Protect the app with Cloudflare Access
Sign in through Access instead of the shared password.
Upload the month to OneDrive
Register a Microsoft Entra app, connect, and choose a folder.
Serve the app under a path
Use your own hostname, or a path such as
/app next to other content.Change settings in the app
Edit settings without a redeploy, see where values come from, and reset them.
Upgrade your deployment
Back up, bring in a newer release and deploy it.
Make pages load faster
Run the Worker near its database, or turn on read replication.
Use it every month
Install the app
Put the app on your phone or computer, and share receipts into it from Android.
Add receipts
Select Add and upload PDFs or photos, or forward the email.
Check and approve a receipt
Fix what is flagged, give a reason when needed, or read it again.
Import a bank CSV
Import a statement in one step. The app finds the account and the columns.
Resolve duplicate warnings
Decide what to do with a receipt that looks like one you already have.
Match payments and receipts
Accept suggested matches and mark payments that need no receipt.
Pair an own-account transfer
Link money moved between your own accounts.
Sort costs with vendor rules
File a seller’s receipts under the same part and type every time.
Send the month to your accountant
Download the ZIP or CSV and mark the month as sent.
Find any document
Folders, search, quick find, saved searches, tags and stars, and a folder as a ZIP.
Troubleshoot
Fix common problems with deploys, email, reading and imports.