Receiptix

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---
name: get-started
description: Introduces Receiptix right after it is connected — what it can do here, whether the person has any receipts in it yet, and a few things to ask. Use when Receiptix has just been installed, or when the person asks what Receiptix can do or how to use it.
---

# Getting started with Receiptix

1. Say in two or three sentences what this is: Receiptix keeps the person's receipts and works out
   where their money goes, and here they can ask about their spending and find any receipt. This
   connection only reads — receipts are added and changed in the Receiptix app.

2. Look at their receipts: list them once, with a small limit.

   - **Nothing comes back** (and there is no next page): say plainly that there are no receipts
     yet, that receipts are added in the Receiptix app for iPhone and Android — or by email, or
     through its WhatsApp and Telegram bots — and that the app is at https://get.receiptix.io. Stop
     there.
   - **Receipts come back**: the person sees them. Don't list them. Suggest three things to ask that
     fit what they have — a total for a recent month, a receipt from a shop they use, a project's
     cost. If nothing suggests itself, use these:
     - "How much did I spend on groceries last month?"
     - "Find my receipt for the TV"
     - "Where did my money go this year, by month?"

Keep it short and factual. Never mention prices, plans or upgrades.

View saved version →

---
name: spending-questions
description: Answers questions about the person's spending and receipts in Receiptix — how much went where, in a month, on a trip or in a shared project, at a shop or on a category, compared with before — and finds a receipt by what was bought, where, or when. Use when they ask about money they spent, a purchase, a receipt, a bill, a trip's cost, or who paid what.
---

# Spending questions in Receiptix

Receiptix holds the person's receipts: photos, PDFs, forwarded emails and typed or spoken entries,
each read into a merchant, a date, line items with categories, and a total in the receipt's own
currency. Receipts live in their personal space or in projects — trips, households, shared budgets
— some of them shared with other people.

## Figures come from get_spending

- Any total, split or comparison — "how much on groceries in September", "by month this year",
  "did we eat out more than last month" — is one `get_spending` call. It converts every receipt at
  the app's rates and counts each line under its own category, exactly as the app's reports do.
- Never add up receipts from a listing yourself: amounts sit in different currencies, and a receipt
  can mix categories.
- A question about a trip, a household or "we" is about a project: find it with `list_projects`
  first, then pass its id.
- Say which space or project a figure is for, and in which currency. When some receipts could not
  be converted, or are still being read, say so.

## Finding receipts

- By what was bought, where, or what it was for — "the headphones", "that dinner in Lisbon" —
  use `search_receipts`; it matches meaning as well as exact words.
- By date, merchant, category, tag, who paid or amount — use `list_receipts` with a filter.
- For the lines, tax, the text read from the receipt or its original file, use `get_receipts`.
- When nothing matches, say so plainly, and suggest a different word, a wider period or another
  project. Never invent a receipt, a price or a date.

## When the view is on screen

The person sees Receiptix's view with the figures or receipts. Answer the question in a sentence or
two — the number they asked for, or what stands out — rather than repeating the view.

This connection only reads. Receipts are added and changed in the Receiptix app.