Use “Review an expense” in Recued. Confirm or correct one captured expense. Whatever you leave blank keeps what was extracted; whatever you fill in replaces it.
Review an expense
Use “Review an expense” in Recued. Confirm or correct one captured expense. Whatever you leave blank keeps what was extracted; whatever you fill in replaces it.
Complete workflow
Expense Ledger
6 pinned recipes
Use Expense Ledger in Recued for expenses, receipts, bookkeeping, and ocr. It includes 7 built-in actions and 5 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Capture a receipt” in Recued. Read one receipt locally — OCR for a photograph, text extraction for a PDF — pull out the merchant, date, total, VAT and payment method, and keep it as an expense.
Use “Show the expenses” in Recued. List captured expenses for a period with a running total, and count what still needs review. Read-only — it re-reads no receipt and re-runs no extraction.
Use “Export a period” in Recued. Produce the CSV for one month — every reviewed expense, with totals. Only rows you have reviewed are included, so the export is what you stand behind rather than what the model read.
Use “Import expenses (CSV)” in Recued. Reads a card or expense export you downloaded yourself, maps its columns the way you named them, and records every line as an expense. Re-importing an overlapping export adds only what is new.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Reviewing
Blank fields keep the extracted value; filled fields replace it. Only Export a period counts reviewed rows, so this is the step that decides what reaches your accountant.
⚠ Reviewing a duplicate_suspect row does NOT clear the flag by itself — set Not a duplicate if you have checked and it is a genuinely separate purchase. Two identical coffees on the same day are real; the pack cannot know that and will not decide it for you.
⚠ A no_text row cannot be reviewed into a good one. Nothing was read from that file, so there is nothing to correct. Re-capture it as a photograph.
⚠ Correcting the total does not re-read the receipt. The stored text record is what the model saw; if the two disagree, trust the receipt in your hand.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (27 steps)
expense_id
trim
Trim whitespace from setting expense id
id_present
compare
Check if expense id has data
id_guard
guard
Stop if id present equals
expense
?
found
compare
Check if expense record id has data
found_guard
guard
Stop if found equals
is_no_text
compare
Check if expense record status equals no_text
no_text_guard
guard
Stop if is no text equals
merchant_in
trim
Trim whitespace from setting merchant
merchant
default
Apply default
total_in
trim
Trim whitespace from setting total
total_num
to_number
Convert total in to a number
total
coalesce
Use the first available value from: total num, expense record total
tax_in
trim
Trim whitespace from setting tax
tax_num
to_number
Convert tax in to a number
tax
coalesce
Use the first available value from: tax num, expense record tax
date_in
trim
Trim whitespace from setting purchase date
purchase_date
default
Apply default
date_parts
split
Split purchase date into parts
period_raw
template
Generate text from a template
period
ternary
Apply ternary
category_in
trim
Trim whitespace from setting category
category
default
Apply default
still_duplicate
ternary
Apply ternary
reviewed_at
date_add
Add 0 seconds to
apply
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
tax
setting
=
total
setting
=
category
setting
=
merchant
setting
=
expense id
setting
=
[object Object]
purchase date
setting
=
not a duplicate
setting
=
false