Receipts
How do I organize receipts electronically?
By the Mylo team · Last updated July 1, 2026
Short answer
Capture each receipt as a clear digital file, tag it with a consistent category, and store it in one searchable place with a backup. The goal is that any receipt is findable in seconds by merchant, date, or amount without digging through folders.
Going electronic starts with capture: a clear photo, a scanned PDF, or a receipt pulled straight from your email or a store account. The key is doing it consistently so nothing slips through, because a receipt you never captured cannot be organized later.
Once captured, the difference between a pile of images and a real system is structure: consistent categories, readable details like merchant, date, and total, and full-text search so you are not scrolling through thumbnails. Keep a backup, since a single lost or dead device should never take your records with it.
How it works in Mylo
- Capture each receipt as a photo, PDF, or import from email or store accounts.
- Tag every receipt with a consistent category.
- Make sure the merchant, date, total, and tax are recorded and readable.
- Store everything in one place with full-text search.
- Keep a backup so no single device loss wipes your records.
Best practices
- Automate capture where you can so receipts do not depend on you remembering.
- Reuse the same categories every time so reports and searches stay clean.
- Mylo does this end to end: it pulls receipts from your email, connected store accounts, your camera roll (on-device on iPhone and Android), and card matches via Plaid, reads and categorizes each one, and makes them all full-text searchable across web, iOS, and Android.