Yes — partially. ExpenseBot can auto-tag receipts as Business or Personal based on the card last-4 digits, but only on receipts that physically print the card number. Most modern email receipts (Amazon, Stripe, subscription confirmations) don't include card details, so card-based matching reaches roughly 15–50% of receipts depending on your mix. The other half is handled automatically by content (groceries → Personal, software/office supplies → Business). Here's how to set it up — and how to get higher accuracy.
How it works
Every account starts with Business and Personal as default tags in your spreadsheet (in the Tags tab). Each tag has a Description column you can edit to give the AI hints about what belongs there. ExpenseBot's classifier reads those descriptions on every receipt and looks for matching patterns in the receipt's text or image.
If your description says Visa 1234, and a receipt prints Visa ****1234, the AI matches and assigns the right tag.
Setup (2 edits)
Open your ExpenseBot spreadsheet → Tags tab. You'll see Business and Personal in column A with existing descriptions in column B. Append to each (don't replace the existing content — it's already doing useful classification work):
For Business, add to the description:
Also Business when receipt shows: payment by Visa ending 1234,
"Visa 1234", "****1234", or "XX 1234"
For Personal, add the same with your other card's last-4. Save the sheet — the next nightly scan picks it up.
Realistic expectations
| Receipt type | Card # usually visible? |
|---|---|
| In-person POS receipts (gas, restaurants, retail) | Yes (~95%) |
| PayPal / Stripe email receipts | Sometimes |
| Amazon / online order confirmations | Rarely |
| SaaS subscription auto-renewals | Almost never |
So card-based matching helps most for in-person spending. For email-based receipts (which dominate most modern users' inboxes), the AI falls back to content-based classification — clothing/grooming/streaming → Personal, software/office/professional services → Business.
Higher-impact tip: extend descriptions with patterns specific to your business
The most accurate users add hints about their actual spending patterns, not just card numbers. Real example from a current user:
"Any receipt with a tip present" → Business
That single line correctly tags every restaurant receipt where they entertained a client, regardless of what card was used. Patterns like that work on every receipt because they're based on receipt content, not payment method.
If you have specific patterns you've noticed getting miscategorized, reply to support with 2–3 examples and we'll suggest description text tuned to your actual mix.