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

LOJM_AdminJim
LOJM_AdminJim Quicken Windows Subscription Member
edited April 21 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
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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    WAAAYYY too much work for inclusion in code as old as Q.

    And, I never keep receipts inside of Q, because you can only view them from inside of Q.

    Instead, I use an completely separately PDF manager, with entries in Q's memo field indicating the stored PDF.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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