How to organize receipts: a system to set up in an afternoon
Tax-year folders, a category list, a file-naming rule, a weekly 10-minute routine, and what IRS guidance says about paper copies and backups.
Receipts for tax time, kept on your iPhone.
Taxfold is a receipt and expense log for iPhone. It reads receipts on the device, keeps them by tax year and exports them when your return or your accountant asks.
In development · not on the App Store yet
One-time purchase when it ships. No subscription.
What the app does, and what it leaves out
What it does
- Scan on the phone. Photograph a receipt or import one from Photos. Text recognition runs on the iPhone itself; you correct any field it gets wrong.
- Sorted by tax year. Each receipt carries its date, merchant, total, tax amount and a category, and files itself under the tax year it belongs to.
- Export when you need it. Hand a year of receipts to your accountant or your own spreadsheet as CSV or PDF, through the iPhone share sheet.
What it leaves out
- No account. Nothing to sign up for, nothing to sign in to.
- No sync server. No server holds a copy of your receipts.
- No bank connection. The app is never linked to your bank.
- No analytics. No analytics or advertising code runs in the app.
- No subscription. Nothing to renew or cancel.
Your receipts stay on your iPhone; they leave it only when you export them or back up the phone. Read what the app collects.
Guides
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How to track expenses in a spreadsheet (Excel or Google Sheets)
A column layout to copy, SUMIFS formulas for monthly and category totals, CSV import steps, and how to tie every row to its receipt.
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iPhone receipt scanner: scan receipts and keep copies you can use
Scan paper receipts with Notes or Files on iPhone, copy text with Live Text, check each copy is legible and complete, and see what the IRS says.
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Tracking business expenses when you’re self-employed
How sole proprietors can track business expenses: the Schedule C line for common costs, what an IRS record must show, and a monthly routine.
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Which receipts to keep for taxes, and for how long (US)
What the IRS says about which receipts to keep, grocery receipts included, for personal and self-employed taxes, and how long to keep each one.
Who makes it
Taxfold is made by Opal Harmony P.C., a small software company in Greece. Read about us, how we write the guides, and what this site and the app collect. The site’s source and every review are public on GitHub.