Sign in to enable multi-device sync, team collaboration, and automatic cloud backup.
All your expenses will be securely stored in Firebase and accessible from any device.
⚙️ Firebase sync is currently disabled. Enable it in js/config.js
See DATABASE_ANALYSIS.md for setup instructions
🤖 OpenAI API Configuration - The Cockpit
What happens when you upload a PDF?
1. Your PDF is converted to base64 encoding
2. It's sent to OpenAI's API with the prompt you see below
3. OpenAI's GPT-4 Vision model analyzes the image and extracts expense data
4. The response is parsed and added to your expense list
Your secret key from platform.openai.com
Not configured
OpenAI GPT-4 Vision API endpoint
This is the exact prompt sent to OpenAI. Customize it to control how expenses are extracted.
💱 Exchange Rate Configuration - ESTV Integration
How ESTV FX fetching works:
When you click "Create Batch & Fetch FX":
1. System checks each expense date and currency
2. For current month: Fetches current month average from ESTV
3. For past months: Fetches historical rate from ESTV archive
4. Rates are applied and expenses converted to CHF
5. You can also manually override rates below
Choose automatic ESTV fetching or manual rate entry
Automatic mode - rates fetched when creating batch
Swiss Federal Tax Administration
Current Exchange Rates (to CHF)
Not yet fetched
Not yet fetched
Not yet fetched
📊 Processing Log - See What's Happening
This log shows real-time activity from OpenAI API calls and ESTV fetches so you know exactly what's happening.
[INFO] System initialized
Expense Rules
Expenses below this amount are marked invalid
How to handle tip amounts
🔧 Data Management
Convert all existing expense UIDs from timestamp format (#1729936821234) to sequential format (#0001, #0002, etc.)
📋 Category Management (Best Practices)
ℹ️ How Category Sync Works
The categories you see below are automatically synced with the OpenAI extraction prompt.
When AI processes your receipts, it uses these exact categories to intelligently categorize your expenses.
The system includes context-aware hints (like time of day, venue type, etc.) to ensure accurate categorization.
Category Name
AI Context Hint
💡 Want to customize categories?
In a future version, you'll be able to add, edit, and remove categories directly from this interface.
For now, categories are curated to follow management consulting best practices.
Contact support if you need specific industry categories added.