January 10th, 2021
One of my goals for 2021 is to get better at keeping receipts and tracking business expenses.
I wanted to find a better way to “automate” saving receipts. I started building something in Zapier for this:
Anytime I have a receipt, I email it as an attachment to this email address:
I set up a filter in Gmail to automatically skip the inbox if it’s coming TO this email:
The Zapier logic is set up to look under the Receipts folder for any emails WITH an attachment. If it finds one, it uploads it automatically to Google Drive:
After it uploads to Google drive, it also updates inside my expenses tracking spreadsheet with a link directly to the Google drive file.
That way, I can easily attribute it to the expense from my credit card.
When I take a photo on my iPhone of a paper receipt, I can simply email it to that same email address, and it will also upload to the Google Drive.
If you ever get an email with the receipt in the body of the email? Simply forward it to [email protected]. They’ll convert the email to a PDF and send it back to you, for free. I set up another filter to handle that: