ExpenseBot

Can I skip certain merchants, categories, tags or personal receipts in my Gmail scan?

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.

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

  1. On the Add Expense tab, choose Scan Gmail for receipts & income to open the Gmail Receipts window.
  2. Choose Skip rules in the header.
  3. Turn on Skip Personal expenses to skip any Gmail receipt whose Tag or Expense Category is Personal.
  4. 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.
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