CA Expense Tracker

First month: 20 free OCR scans – just upload receipts and let AI do the work!

Overview This app helps self‑employed Canadians manage expenses, receipts, and bank reconciliation – all offline, no subscription. Snap a receipt or import a bank CSV; the AI extracts date, amount, tax, and suggests a CRA expense code (T2125). Personal and business expenses stay separate until you reimburse.

Key Features

Add expenses – Photo of receipt (JPG/PNG) or upload invoice (PDF). AI OCR fills date, total, tax, vendor. Store as personal or business.

Import bank statements – CSV from any Canadian bank. List all transactions ready for matching.

Auto‑reconcile – One‑click matching using fuzzy logic (date, amount, description) + your own mapping rules (e.g., “MONTHLY FEE” → expense code 8710). 80% less manual work.

Manual match studio – Choose CSV pairing (bank id, expense id) or side‑by‑side selection.

Pending items – Outstanding cheques and deposits in transit roll forward month to month. Set expected clearance dates.

Reimburse – Convert personal expenses to business expenses with one click.

Adjustments & write‑offs – Handle rounding differences, stale cheques, bank errors; create adjustment entries with dedicated CRA code.

Audit trail – Every match, adjustment, and pending action is timestamped with confidence scores.

Reports – Matched tax list (bank + expense+ tax), monthly summary, charts, ignore/adjust lists.

File tools – Compress/merge receipts and reports into one PDF, export any grid to Excel.

Backup & restore – Backup to ISO file, rollback to previous state.

User profile – Set business name, province, tax year for reimburse forms.

Why you’ll love it – saves hours, includes CRA expense codes, works offline. Just add your first receipt and manage expenses with ease.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/