Digital receipts

Snap, save, and store

Take the hassle out of managing receipts – and let TruMark Financial’s mobile app do it for you. With digital receipts, effortlessly store and manage your receipts so they are available when you need them.

Effortlessly capture both paper and email receipts

Access receipts on-the-go from mobile app

Auto-categorize and organize purchases

Set product warranty and return deadline reminders

Automatically reconcile receipts with card statements

Tag business expenses and separate them from personal expenses

Extract data so receipt items are searchable at the item-level

Export receipts into various formats for taxes, accounting, or expense reports

Store receipts permanently and securely for audits and tax claims

Get started

Select “Digital Receipts” from the “More” menu

For paper receipts, simply take a photo using the “Capture” button

Tag the expense as a personal or business, file it in a folder to stay extra organized

Validate the extracted purchase information and hit “Save”

To store an emailed receipt

Select “Digital Receipts” from the “More” menu

From the top of the receipts list, tap “Create Digital Receipt” and create your personal Digital Receipts email

Go to your personal email and forward your receipt to your newly created @digitalreceipts.us email address

Tip: You can also provide your @digitalreceipts.us email address to retailers and merchants who offer email receipts at checkout. This will send the receipt directly to your Receipts in the TruMark Financial mobile app, where you can confirm the receipts details.

Frequently Asked Questions

How do I take an image of a paper receipt?

When in TruMark Financial’s mobile app, select Receipts from the menu. Then, from the receipts list, tap on Capture Receipt.

For iOS 9 and above, you will default to Automatic capture mode, with the flash automatically turned on. Arrange the receipt edges on the screen so the whole receipt is visible. Hover over the receipt, holding still to give the camera time to capture the image. Avoid white surfaces, to allow the camera to detect the edges of the receipt. Note: Automatic capture is not currently available for Android OS or earlier version of iOS.

The other camera capture mode is Manual. The flash will be automatically turned on. Use the crop bar and grid lines to eliminate the background in the receipt image and ensure the receipt is straight. Tap on the receipt to focus on the receipt’s text. Tap on the circular capture button at the bottom of the screen to capture the image.

What if I have a long receipt?

Can I upload receipts from transactions paid in cash or with a card from another financial institution?

How can I search for my receipts?

What are folders? How can I use them?

Why do I need to specify an expense type when I capture an image?

What are notes? How can I use them?

For each receipt, you can add free-form notes about the purchase. You can use this to keep track of who was at the group meal you expensed, or the name of the person for whom you bought a gift. You can even enter hashtags to assign labels to certain types of receipts. Any hashtags you used previously will start to pre-fill as soon as you type ‘#’ in the Notes field, so you can use the same labels consistently for easy searches. Notes are viewable in the exported Excel or CSV format. You can search for receipts using the notes or hashtags.

How do I export my receipts?

Can I export all the receipts in a folder?

Are digital copies of my receipts accepted by the IRS?

Can I use my captured receipt as proof of purchase when making a return or exchange?

For most merchants, especially ones that offer e-receipts of their own or support e-commerce returns, the most important piece of data on the receipt is the barcode, which can be scanned to locate the transaction in their system, or the transaction number on the receipt, which can be entered by the sales associate. The associate processes the return or exchange using the located transaction in the merchant’s POS system.

Snap, save, and store

Manage receipts in a snap