💰 Expense Documents
Import, map, and manage expense documents with automatic categorization
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Total Imports
0
Total Items Imported
0
Avg Mapping Rate
0%
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Import Expenses
Upload bank statements, receipts, and financial documents (PDF, Excel, Word, Images) with automatic parsing and categorization.
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View Reconciliations
Review all expense reconciliations across categories with auto-mapped and manually mapped items.
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Learn More
Read the complete document management guide with file format examples, workflow steps, and troubleshooting.
📊 Recent Imports
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No Imports Yet
Start by uploading a financial document to AFI Expenses → Import Data
🏷️ Supported Expense Categories
🏥 Health Insurance
Premiums, coverage, medical insurance ($50-$2,000)
Auto-Mapping: 95%
👶 Childcare
Daycare, preschool, babysitter, nanny ($500-$3,000)
Auto-Mapping: 92%
🦷 Medical/Dental
Doctor, dental, pharmacy, medical visits ($20-$1,000)
Auto-Mapping: 88%
📚 Education
School tuition, supplies, books ($100-$2,000)
Auto-Mapping: 90%
🏠 Housing
Mortgage, rent, property tax, maintenance ($500-$5,000)
Auto-Mapping: 93%
⚡ Utilities
Electric, gas, water, internet, phone ($20-$500)
Auto-Mapping: 89%
🚗 Transportation
Car payment, fuel, insurance, maintenance ($50-$1,500)
Auto-Mapping: 87%
🍔 Food
Groceries, restaurants, dining ($20-$800)
Auto-Mapping: 85%
📄 Supported File Formats
🔴 PDF (Portable Document Format)
Bank statements, invoices, receipts | Auto-extract text & tables
⭐ Most Used
🖼️ Images (JPG, PNG)
Receipts, screenshots, scanned documents | OCR text extraction
⭐ Important
📊 Excel (XLSX, XLS)
Spreadsheets, financial data | Multi-sheet support
⭐ Recommended
📝 Word (DOCX, DOC)
Documents, reports, statements | Text & table extraction
⭐ Recommended
TXT (Plain Text)
Simple format | Date | Description | Amount
Simple