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Integrate Expense Bot with Quicken to automate receipt match to quicken transaction

Hawk73ku

[Removed - Speculation/Inaccurate] Quicken's receipt-to-transaction matching isn't always reliable. If Quicken would integrate with Expense Bot it would automate connecting receipts to bank transactions for virtually all receipts.

On another note, add a discussion category for house flipping & renovation or at least expand rental property to include these tags.

[Edited for Readability]

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Comments

NotACPA

What "Expense Bot" are you referencing? Quicken on the Web? Or What?

And, what specific issues are you encountering that led to this request?

And, "house flipping" isn't a "category" … it's a topic and you can create a message on that topic at any time.

Hawk73ku

It's an AI application that uses Google Drive. You can scan receipts or use GMAIL which it can scan. If you Search on 'Expense Bot' you will find the APP. Their support is very good and they probably wouldn't mind if I shared their email if Quicken is interested. I know it would help me immensely and I imagine many construction types in remodeling, flipping, and renting would also find it very helpfu.

It is an excellent receipt tracker that learns and categorize receipts per instruction you provide or it can use default categories & Tags. Here is a screenshot of categories (Accounts) & Tags I set up but for me to match up with matching Quicken categories & Tags I created, I have to import both Quicken .CSV and Expense Bot CSV to SQL and do some creative joining. And yes I'm a programer/developer (retired). It would be so much better if Quicken would work with Expense Bot on an integration just as you do with banks.

The description column contains simple AI instructions I've created.

NotACPA

It's HIGHLY unlikely that Q, the company, would integrate with a third-party product. Especially so when they already offer Quicken on the Web and Quicken Mobile.

Hawk73ku

In case I wasn't clear, Quicken does not have an easy way to attach receipts to expenses as it is a highly manual process where you take a picture. Most stores I deal with are capable of sending receipts to email. I get hundreds of receipts each year and it's a great pain to organize a bulletproof audit trail. Quickbooks is too complicated so I use Quicken & Expense Bot. There are other receipt trackers out there but Expense Bot is the best of those I've tried.