Does Shoeboxed categorize my receipts? Can I customize the categories?

Shoeboxed uses a sophisticated algorithm that reads the information on receipts to determine whether a receipt fits into any of our default categories. If it finds a match, it will automatically place that receipt in that default category.

Our 15 default tax categories are:

Auto / Fuel
Bank / ATM
Computer / Internet
General Retail
Meals / Entertainment
Medical / Health
Office Supplies
Postage / Shipping
Professional Fees
Promotion / Advertising
Travel / Transport

Want to hide the default categories?

  1. Log into your account, click on the user icon in the top right and select Account settings.
  2. Select International on the left-hand column.
  3. Deselect the checkbox next to the appropriate set of default categories.

Categorizing Multiple Receipts at Once

  1. Log into your account and click on Receipts.
  2. Select the checkboxes next to the receipts that you want to add to a single category.
  3. Click the Assign Category drop-down menu.
  4. In the Assign Category section, select the appropriate category. If you want to create a new category to add the receipt(s) to, choose New Category.
  5. Whenever you categorize a receipt, our categorization system will ask if you want to make rules to auto-categorize receipts from that same vendor in the future. To edit or add auto-categorization rules at any time, click on Manage next to the Categories filter. On this page you can add or remove rules by vendor. 

Categorizing Other Documents

At this point, Shoeboxed only categorizes receipts, not other documents or business cards.

Using Categories to separate personal and business expenses

Check out this FAQ: How do I separate personal and business expenses? 

Getting Started

  1. How do I change my plan?
  2. Can I edit the information that is extracted from my documents?
  3. One of my documents was rejected. What do I do?
  4. How do I delete documents?
  5. How do I add new payment types and edit or delete old ones?
  6. How do I separate personal and business expenses?
  7. Neopost Customers
  8. How do I create categorization rules for receipts?
  9. Does Shoeboxed categorize my receipts? Can I customize the categories?
  10. How does the search bar in my Shoeboxed account work?
  11. How can I view all of my documents from a particular envelope?
  12. How do I change my email address?
  13. Help I can't log in to Shoeboxed! How do I reset my password?
  14. How do I update my billing information?
  15. How do I update my mailing address?
  16. Only the first receipt on my submission was processed. What happened?
  17. How do I change my preferences for email notifications?
  18. How much does Shoeboxed cost?
  19. How do I refer a friend to Shoeboxed?
  20. How to Categorize Individual Receipts in the Web App
  21. How to categorize multiple receipts
  22. Setting Categorization Rules
  23. How to remove categories from multiple receipts
  24. Can I speak with a real person to help me get set up with a new account?
  25. What if receipts are miscategorized?
  26. Does Shoeboxed scan and process receipts in other currencies?
  27. Can I trust Shoeboxed with my receipts and documents?
  28. Are Shoeboxed receipt scans accepted by the Internal Revenue Service (IRS) or Canada Revenue Agency (CRA)?
  29. Is my information secure and backed up?
  30. When does my monthly limit start over? What happens if I go over my limit?
  31. What counts toward my monthly limit and what doesn't?
  32. What is Account Sharing?
  33. Can multiple people log into one Shoeboxed account?
  34. I signed up for a Shoeboxed account and did not receive a confirmation email. What's up?
  35. Can I use Shoeboxed from anywhere in the world?
  36. How do I cancel my Shoeboxed account?
  37. Where is Shoeboxed located?
  38. How do I Import my OneReceipt Data into Shoeboxed?
  39. Reporting Sales Tax With Shoeboxed

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