AI-powered search inside attached receipts (PDFs and images)

LOJM_AdminJim
LOJM_AdminJim Quicken Windows Subscription Member
edited 4:47PM in Manage Accounts and Transactions

Quicken's Find only searches transaction metadata (payee, memo, amount, category). It can't search the contents of attached receipts. To locate a specific item, I have to open attachments one at a time.

Please add AI/OCR indexing of uploaded receipts so I can search for text inside them — item names, SKUs, serial numbers, warranty terms — and use natural-language queries like "find the HP printer receipt from Costco" or "what did I spend on office supplies last March?"

Why it matters:

  • Warranty claims, returns, insurance, tax documentation, audits
  • Competing tools (Evernote, Expensify, Google Drive) already OCR uploads automatically
  • Quicken Cloud already stores the receipts — indexing them turns a digital shoebox into a searchable archive
  • AI models can go beyond OCR to extract line items, totals, and warranty terms as structured data

Suggested rollout:

  1. OCR attachments so Find matches text inside them
  2. Extract line items and merchant details as searchable fields
  3. Natural-language AI search across all attached receipts
Tagged:
1
Up
1 votes

Reviewed · Last Updated

Categories