ExpenseBot

Can I exclude certain merchants or categories from my Gmail scan?

Yes. Exclusion rules let you skip specific merchants or expense categories during Gmail scans — receipts that match are never written to your spreadsheet.

Yes. Exclusion rules let you skip specific merchants or expense categories during Gmail scans — receipts that match are never written to your spreadsheet.

How it works

  1. Open Gmail Processor (the receipts/Gmail view).
  2. Click the Exclusions button in the top-right header.
  3. Choose Merchant or Category from the dropdown, enter the name, and click Add.

Active rules appear as color-coded chips under the header. Click the X on any chip to remove a rule instantly.

Matching behavior

  • Merchant rules use substring matching (case-insensitive). Adding "amazon" blocks "Amazon.com", "AMAZON MKTPLACE", and "Amazon Web Services".
  • Category 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

  • Exclusions only apply to Gmail scans. If you manually upload a photo or PDF, it always goes through — deliberate uploads reflect explicit intent.
  • 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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