Personal admin

Track expenses from screenshots

Send Caddy the receipts. It saves the files in Drive, adds the expenses to your Google Sheet, and updates your totals.

CaddyExample: the receipt is already in the sheet

Log this grocery receipt in my household budget sheet and save the photo in my Receipts folder

Receipt screenshotNeighborhood Market

Amount: $54.80
Date: September 8, 2026

Added $54.80 under Groceries in your household budget sheet. The receipt is saved in Drive and linked from the row.

The problem

Receipts pile up in camera rolls, inboxes, and downloads, while expense spreadsheets lag behind.

How Caddy helps

Read receipt screenshots or email attachments.
Save the source file to the right Drive folder.
Add the merchant, date, amount, and category to your expense sheet.

Why Caddy is different

Caddy lives in Messages. Text it what needs doing, and it can work across websites and connected apps to finish the job. Review outgoing emails, invitations, and purchases before they go through.

What the workflow looks like

1
Send Caddy a receipt photo, screenshot, or the email with the receipt.
2
Tell it which sheet and folder to use, and any categories you want.
3
Caddy files the receipt, adds the expense row, and confirms what it logged.

Texts to try

“Add this receipt to my expenses sheet”
“Save this screenshot in my 2026 receipts folder”
“Log this as a client dinner and keep the receipt in Drive”

Common scenarios

Track receipt screenshots in Google Sheets

Send a screenshot and ask Caddy to extract the merchant, date, amount, category, and notes for your expense log.

Keep source files organized

Caddy can save the original receipt image to a Drive folder so your spreadsheet and files stay connected.

Related: Find docs and files

Handle expenses on the go

Text the screenshot as soon as you get the receipt instead of cleaning up a camera roll later.

Related: Caddy on the go

Best ways to use it

Name the project, trip, client, or reimbursement category in the message.
Use one Drive folder per tax year, client, or trip.
Ask Caddy to flag missing details before logging an expense.

Frequently asked questions

Can Caddy log receipts in Google Sheets?

Yes. Connect Google Sheets and tell Caddy which expense sheet to use. It can extract the merchant, date, amount, and category, then add the row. Connect Drive to save the original receipt and link it from the sheet.

What receipt data does Caddy need?

The merchant, date, amount, and any category or note you want in the log. Full payment-card details are not needed for expense tracking.

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