The Book in ReceiptBook: period totals, search, filters and project tags

The Inbox is where documents wait to be checked. The Book is where they live afterwards. ReceiptBook keeps it organized by the period your accountant works in, so the screen you look at is the same slice of time you'll export.

Periods and the period arrows

The Book opens on the current period, for example Q3 2026 with its dates underneath. Use the arrows to step back to earlier periods. The period length comes from Settings > Periods: Monthly, Quarterly or Yearly, and in the UK you can also follow the UK tax year from April 6.

When you need a range that doesn't match a period, such as a whole project or a financial year that starts in July, choose Custom range. Pick the dates, tap Show these dates, and both Book and Export show the documents dated in that range, both days included. Tap the close button next to the dates to go back to normal periods.

If documents dated in the period are still in the Inbox, a banner tells you how many aren't filed yet. Tap it to see them; they won't be in the totals or the export until you do.

The cards

Totals

Money out, Money in and the Balance for the period, in your home currency. In VAT countries the card also shows the VAT on expenses. If some documents use part of their amount for private purposes, the card notes that totals count the business share. Documents in another currency without an exchange rate are listed apart, with their own totals; see foreign currency and VAT rates.

VAT by rate

For VAT-registered businesses, a card shows net and VAT for each rate, on expenses and on income, for example 19 % and 7 % in Germany, from the rates read on each document and only for the business share. ReceiptBook reminds you to check them before you file. Germany's Kleinunternehmer setting counts every document in full, with no VAT.

Where it went

Money out by category, with a bar for each, largest first. The first six categories are shown, then a line with how many more there are. A split receipt counts each part under its own category. A document filed without a category shows as No category in amber, so you can fix it before the export.

By property or project

If you rent out a flat, run two job sites, or bill clients by project, tag documents with a Property or project in review. The Book then shows money in and out per tag. Tap a tag in the card to narrow the list to it, tap again to show everything. In the exports, every row gets the tag as a column and summary.csv totals by tag.

Country cards add to this: US profiles get a Schedule C card (see Schedule C and mileage), and Vietnamese household businesses get Revenue this year.

Search and filters

Search is generous with amounts. Typing 12 finds anything from 12.00 to 12.99, while 12.50, 12,50 and €12.50 find exactly 12.50, with either decimal separator. Refunds and credit notes match by size. Words are also searched in the text read from the receipt itself, so you can find the hardware store receipt with the extension cord even if you forgot the store's name.

Needs review finds documents you filed with Confirm anyway while something was still marked; it is a quick last check before an export.

Adding entries in the Book

The + button on the Book is Add income or expense: a payment from a customer, or a cost without a receipt, typed in by hand. Typed-in entries have no original, so keep the paperwork where you can find it. The trash button at the top opens Recently Deleted, where documents stay for 30 days.

FAQ

Download ReceiptBook and see where this quarter's money went.