📑 Table of Contents

📱 Introduction

"Rakukei" is a simple and easy-to-use expense management app that automatically manages expenses just by taking photos of receipts. AI automatically analyzes receipts and automatically classifies accounts.

✨ Main Features
  • 📸 Automatic analysis just by uploading receipt images
  • 🤖 AI automatically extracts date, amount, and accounts
  • 📊 Visualize expenses on the dashboard
  • 💬 Easy registration from outside via LINE Bot
  • 📈 Analyze expenses with monthly and annual aggregation

🚀 How to Start the App

1. Account Registration

  1. Access the app and click "New Registration"
  2. Enter email address and password
  3. Check registration confirmation email (if needed)

2. First Login

  1. Log in with the registered email address and password
  2. The dashboard will be displayed

📸 How to Register Receipts

Method 1: Image Upload (Recommended)

The easiest method. AI will automatically analyze.

Steps

  1. Click the "Add Receipt" button
    • From the dashboard or receipt list page
  2. Upload receipt image
    • Add image by drag and drop
    • Or select from "Choose File" button
    • Multiple receipts can be registered at once
  3. Supported formats
    • Images: PNG, JPG, JPEG
    • PDF: PDF format receipts
  4. Automatic analysis
    • After upload, AI will automatically analyze the following:
      • Transaction date
      • Store name
      • Amount
      • Account (automatic classification)
  5. Confirm・Edit
    • Analysis results change from "Processing" → "Processed"
    • You can edit accounts or store names as needed

Method 2: Manual Entry

Useful when you don't have receipt images or when registering later.

Steps

  1. Click the "Add Receipt" button
  2. Switch to "Manual" mode
    • Switch between "Image" ⇔ "Manual" with the switch in the top right of the screen
  3. Enter information
    • Date: Select transaction date
    • Payee: Store name or vendor name
    • Amount: Payment amount
    • Payment method: Cash, card, transfer, etc.
    • Account: Select from dropdown
    • Sub-account: Enter optionally
    • Tax category: Taxable 10%, tax-free, etc.
    • Notes・Memo: Enter notes
  4. Save
    • Click the "Save" button

Method 3: Via LINE Bot

Easy registration from your smartphone when you're out.

Steps

  1. LINE integration setup
    • Link LINE account from settings screen
    • Complete integration with "登録 [email address]" command
  2. Send receipt
    • Send receipt image to "Rakukei" on LINE app
    • Will be automatically analyzed and registered
  3. Command list
    • 一覧: Display this month's receipt list
    • 集計: Display this month's aggregation
    • ヘルプ: Display command list

📊 How to View the Dashboard

Main Display

Statistics Cards

Graph Display

Recent Transactions

Display the latest 5 receipts. You can view details by clicking.

📋 How to Use the Receipt List

Basic Operations

1. Filter by Year and Month

  • Select year and month to change display period
  • Move with "Previous Month" "Next Month" buttons
  • Return to this month with "This Month" button

2. Search

  • Search by store name, account, receipt type, notes

3. Filter

  • Filter by status (Processed, Processing, Error, Duplicate)
  • Filter by date (Today only)

4. Sort

  • Sort by clicking column headers
  • Can sort by status, date, store name, amount, account, etc.

Editing Receipts

1. Edit Store Name

  • Click store name to edit
  • Press Enter to save, Esc to cancel

2. Edit Account

  • Click account to select from dropdown
  • New accounts can also be added

3. Add・Edit Notes

  • Click notes field to enter
  • Press Enter to save

Bulk Operations

1. Multiple Selection

  • Select receipts with checkboxes
  • Select all / deselect all per page is also possible

2. Bulk Confirmation

  • Change selected receipts to "Confirmed" in bulk
  • Saved as learning data, automatic classification will improve from next time

3. Bulk Delete

  • Delete selected receipts in bulk
  • Note: Deletion cannot be undone

CSV Export

Click the "Export CSV" button to download currently displayed receipts in CSV format. You can open with Excel and use for aggregation and analysis.

📈 How to Use Aggregation Features

Period Selection

1. Monthly Aggregation

  • Display aggregation for a specific month
  • Also displays comparison with previous month

2. Annual Aggregation

  • Display aggregation for a specific year
  • Check monthly trends in a graph

3. Custom Period

  • Specify start and end dates to aggregate
  • Analysis for any period is possible

Display Content

⚙️ Settings Features

Plan Management

  • Free Plan: Up to 100 receipts/month
  • Basic Plan: Up to 1,000 receipts/month
  • Pro Plan: Unlimited

You can change plans from the settings screen.

LINE Integration

  1. Link LINE account from settings screen
  2. Send "登録 [email address]" to LINE Bot
  3. After integration is complete, you can send receipts from LINE

Sub-user Feature

Useful when multiple people use the same account. You can add and manage sub-users from the settings screen.

💡 Useful Usage Tips

1. Check Duplicate Receipts

  • Check when "Duplicate" alert appears on dashboard
  • Filter by "Duplicate" status in receipt list
  • If duplicate, set to "Confirmed" to hide alert

2. Improve Automatic Account Classification

  • After registering receipt, set account correctly
  • Setting to "Confirmed" saves it as learning data
  • From next time, receipts from the same store will be automatically classified

3. Regular Checks

  • Check receipt list about once a week
  • Check if there are any receipts being processed
  • If there are error receipts, re-register them

4. Utilize CSV Export

  • Export CSV monthly for backup
  • Aggregate and analyze with Excel
  • Also useful for importing into accounting software

5. Utilize LINE Bot

  • When you take a receipt photo while out, send it immediately via LINE
  • After returning to office, confirm and edit on the app
  • No worry about losing receipts

❓ Frequently Asked Questions (FAQ)

Q1. Receipt analysis takes time
A. Usually, analysis completes in a few seconds to about 1 minute. If it remains in "Processing" state for a long time, the image may be unclear. Please try re-uploading.
Q2. Account is not classified correctly
A. Please set the correct account manually and set to "Confirmed". From next time, receipts from the same store will be automatically classified.
Q3. Duplicate receipt detected
A. Detected when the same receipt is registered multiple times. You can delete unnecessary receipts or set to "Confirmed" to hide the alert.
Q4. Reached plan limit
A. Please change plan from settings screen. Upgrading to Basic Plan or Pro Plan allows you to register more receipts.
Q5. LINE Bot doesn't respond
A. Please check the following:
  • Is LINE account properly linked?
  • Is integration completed with "登録 [email address]" command?
  • Are you sending receipt images? (Does not respond to text messages)
Q6. What is the CSV export format?
A. It is a CSV file in UTF-8 format. When opening with Excel, if there are character encoding issues, please import from "Data" → "Text File".

🔒 About Security

🎉 Summary

With Rakukei, receipt management becomes incredibly simple.

  1. Take photo of receipt → Send via LINE or upload to app
  2. AI automatically analyzes → Automatically extracts date, amount, and account
  3. Confirm・Edit → Modify if needed
  4. Aggregate・Analyze → Visualize expenses with dashboard and aggregation features

Significantly reduce the work of expense management and easily obtain data useful for business decisions.

🚀 Start now and make expense management easy!