receipt2sheet

v0.2.0

Turn rental receipts into Schedule E line items using Claude AI.

Drop receipts. Confirm. Done.

$ r2s process

Processing 4 receipt(s)...

  Parsing amazon-05-12.pdf... done
  Parsing plumber.pdf... done
  Parsing electric-bill.pdf... done
  Parsing hot-tub-invoice.pdf... done [CAPITAL]

┌───┬──────────────────────┬──────────────────┬────────────┬──────────┬──────────────────────┬──────────┐
│ # │ File                 │ Vendor           │ Date       │ Amount   │ Category             │ Type     │
├───┼──────────────────────┼──────────────────┼────────────┼──────────┼──────────────────────┼──────────┤
│ 1 │ amazon-05-12.pdf     │ Amazon           │ 2026-05-12 │ $45.99   │ Supplies             │ operating│
│ 2 │ plumber.pdf          │ Anewhere Plumb.. │ 2026-05-10 │ $180.00  │ Repairs              │ operating│
│ 3 │ electric-bill.pdf    │ Peninsula Light  │ 2026-05-01 │ $67.23   │ Utilities            │ operating│
│ 4 │ hot-tub-invoice.pdf  │ Aqua Quip        │ 2025-05-26 │ $8350.73 │ Other                │ CAPITAL  │
└───┴──────────────────────┴──────────────────┴────────────┴──────────┴──────────────────────┴──────────┘
? What would you like to do?
❯ Confirm all
  Confirm invoices only (skip $0 entries)
  Edit entries
  Skip all

Why?

• Schedule E ready — Categories match IRS rental property deductions
• Capital vs Operating — Automatically routes major purchases to Capital Improvements
• No SaaS — Your data stays local; just pay Claude API costs (~$2/month)
• Works with your spreadsheets — Updates xlsx files you can open in Excel, Numbers, or Google Sheets
• Vendor hints — Configure known vendors in r2s.yaml to guide Claude's categorization

Privacy & Security

Your financial data is sensitive. We treat it that way.

• All spreadsheets stay local — Nothing synced to the cloud
• Automatic PII redaction — Credit cards, SSNs, and bank details are scrubbed from text before API calls
• No telemetry — Zero analytics, tracking, or phone-home
• Open source — Audit the code yourself

See PRIVACY.md for full details on what data goes where.

Install

# Clone and install
git clone https://github.com/TeamNickHart/receipt2sheet.git
cd receipt2sheet
pnpm install
pnpm build

# Set up your API key
cp .env.example .env.local
# Edit .env.local with your Anthropic API key

Quick Start

# Initialize in your rental folder
cd ~/Documents/MyRental
r2s init

# Check your setup
r2s doctor

# Drop receipts in inbox/
cp ~/Downloads/*.pdf inbox/

# Process them
r2s process

What It Creates

MyRental/
├── r2s.yaml                      # Your config
├── inbox/                        # Drop receipts here
├── processed/                    # Receipts move here after processing
├── .r2s/
│   └── processed.json            # Processing ledger
└── spreadsheets/
    ├── Operating_Expenses_2026.xlsx
    ├── Capital_Improvements.xlsx
    └── Year_End_Summary.xlsx

Commands

Command	Description
r2s init	Set up a new rental folder
r2s process [files...]	Parse receipts from inbox
r2s doctor	Check setup, API connection, project health
r2s doctor --fix	Auto-fix missing directories and files

Process Options

r2s process                        # Process all files in inbox/
r2s process receipt.pdf             # Process specific file(s)
r2s process --dry-run               # Preview without updating spreadsheets
r2s process --yes                   # Skip confirmation prompt
r2s process --property cabin        # Assign to a specific property
r2s process --category Repairs      # Override category for all receipts
r2s process --force                 # Reprocess already-processed files

Configuration

r2s.yaml

Edit to add your properties and vendors:

properties:
  - id: cabin
    name: "Lake Cabin"
    location: "Lake Tahoe, CA"
    type: short-term-rental
    placed_in_service: 2026-01

vendors:
  "Local Plumber":
    category: Repairs
  "Electric Co":
    category: Utilities

.env.local

ANTHROPIC_API_KEY=sk-ant-your-key-here

# Model: small (Haiku), medium (Sonnet), large (Opus), or exact model ID
# R2S_MODEL=medium

# Max upload size in MB
# R2S_MAX_FILE_SIZE_MB=10

Multi-Property Support

Track multiple rentals with one tool:

r2s process --property cabin
r2s process --property condo
r2s status --property all

How It Works

1. Text extraction — Pulls text from PDFs; sends scanned PDFs directly to Claude as documents
2. Claude parsing — Identifies vendor, date, amount, category, and expense type (operating vs capital)
3. You confirm — Review, edit, or skip before anything changes
4. Spreadsheet update — Routes operating expenses and capital improvements to the correct files
5. Receipt archived — Moves to processed/ folder, records in processing ledger

Supported File Types

• PDF (text extraction + native document upload for scanned files)
• PNG, JPG, JPEG, WebP (vision API)

Cost

Claude API usage is minimal:

• ~$0.01–0.05 per receipt (text extraction)
• ~$0.05–0.15 per receipt (PDF document or image vision)
• Typical month: $1–3 for 50 receipts

Development

pnpm install              # install dependencies
pnpm validate             # typecheck + format + lint + build + test
pnpm test                 # run tests
pnpm test:watch           # run tests in watch mode
pnpm test:coverage        # run tests with coverage report
pnpm fixtures:generate    # regenerate test fixture PDFs

Contributing

Contributions are welcome! Please read the PLAN.md for architecture details and implementation status.

License

MIT

Documentation

• PRIVACY.md — Privacy policy and security details
• PLAN.md — Detailed implementation spec
• ROADMAP.md — What's next
• SKILL.md — For Claude Code/Desktop users