Yes. Skip rules let you skip receipts during Gmail scans by merchant, category, tag, or anything marked Personal. Receipts that match are never written to your spreadsheet.
How it works
- On the Add Expense tab, choose Scan Gmail for receipts & income to open the Gmail Receipts window.
- Choose Skip rules in the header.
- Turn on Skip Personal expenses to skip any Gmail receipt whose Tag or Expense Category is Personal.
- To add a rule, choose Merchant, Category or Tag, enter the name, and add it.
Active rules appear as chips under Skipping:. Remove a chip to remove that rule.
To have personal purchases tagged Personal automatically in the first place, set up Settings → Personal expense rules. Its last question, Keep Personal receipts out of Gmail scans?, turns on the same Personal skip.
Matching behavior
- Merchant rules use substring matching (case-insensitive). Adding "amazon" blocks "Amazon.com", "AMAZON MKTPLACE", and "Amazon Web Services".
- Category rules and Tag rules use exact matching (case-insensitive). Adding "Meals and Entertainment" only blocks that exact category — not "Meals" alone.
What happens to excluded receipts
- The receipt email is labeled ExpenseBot-Excluded in Gmail so you have a transparent audit trail.
- The receipt is not written to your spreadsheet.
- Nothing is deleted — the original email stays in your inbox.
- Your scan confirmation email and in-app summary show a count of excluded receipts alongside processed/duplicate counts, with details of which merchant matched which rule.
Important notes
- Skip rules only apply to Gmail scans. Receipts you upload, photograph or forward to receipts@expensebot.ai always go through, because sending them was your decision.
- Rules are inert by default. With no rules set, every receipt is processed normally.
- You can add or remove rules at any time. Changes take effect on the next scan.
