Receipt management

Kontist uses corresponding data to connect uploaded receipts with the correct bank transactions, using factors like the transaction amount, date and merchant information. After you receive a suggestion, simply review and confirm it directly in the app.

Yes. If a receipt does not match automatically or correctly, you can manually assign it to the correct transaction in the app. You also have the option to remove or replace receipts as needed.

Yes. Receipts stored in the Kontist app meet the GoBD (Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern) requirements for digital recordkeeping in Germany. This means your digital receipts will be accepted by the Finanzamt, as long as they are properly matched and complete.

Yes. In the Kontist app, you can export your receipts and associated transaction data, either individually or in bulk. This is especially useful for sharing documents with your tax advisor or preparing for an audit.

At the moment, receipts are not labeled explicitly as deductible or non-deductible within the app. However, you can assign categories or tags when uploading receipts, and these can help your tax advisor or accounting software make that determination during filing.

Yes, you can upload receipts for recurring payments, such as software subscriptions or utilities, and manually link them to the corresponding transactions. While Kontist does not yet automate this link for recurring charges, you can easily manage and review past payments within your transaction history.