use-case

Track Email Receipts and Invoices in Google Sheets

Leandro Zubrezki··4 min read
Track Email Receipts and Invoices in Google Sheets

Every purchase generates a receipt email. Every subscription sends an invoice. Instead of letting them pile up in your inbox (or worse, losing them), forward them to a Google Sheets spreadsheet where they're searchable, organized, and always accessible.

Why Track Receipts in Google Sheets?

  • Tax time -- Find any receipt instantly when you need it for deductions or reimbursements
  • Budget tracking -- Use formulas like SUMIF to total expenses by category automatically
  • Subscription auditing -- Spot recurring charges you forgot about by sorting by vendor
  • Warranty claims -- Search your spreadsheet to find purchase receipts in seconds
  • Business expenses -- Share the sheet with your accountant or bookkeeper directly

Save emails in seconds

Forward any email to your Quicktion address and it lands in Notion or Google Sheets automatically.

Setting Up Your Spreadsheet

Create a Google spreadsheet with these columns:

ColumnTypePurpose
SubjectTextWhat you bought (from email subject)
VendorDropdownStore or service name
DateDatePurchase date
AmountNumberCost (add manually or extract from subject)
CategoryDropdown"Software", "Hardware", "Office", "Travel", etc.
StatusDropdown"Unprocessed", "Logged", "Reimbursed"
FromTextSender address
Tax DeductibleCheckboxFor tax-relevant purchases
AttachmentsTextLinks to PDF receipts saved in Google Drive

Use data validation to create dropdown menus for Vendor, Category, and Status. This keeps your data consistent and makes filtering reliable.

Connecting Your Email (via Quicktion)

Method 1: Email Forwarding

Set up a destination in Quicktion pointing to your receipts spreadsheet. Map the email subject to Subject, sender to From, and date to Date. Quicktion uploads PDF attachments to Google Drive and links them in the Attachments column automatically.

Then create Gmail filters to auto-forward receipt emails:

  • from:receipts@amazon.com -- Amazon purchases
  • from:*@paypal.com -- PayPal transactions
  • from:noreply@stripe.com -- Stripe charges (SaaS subscriptions)
  • from:*@apple.com subject:receipt -- Apple purchases
  • from:*@uber.com subject:trip -- Uber rides

Create a Gmail filter for each (or combine them) and forward to your Quicktion address. Every matching receipt lands in your spreadsheet without any manual effort.

Method 2: Gmail Add-on

For receipts that don't match a forwarding rule, use the Quicktion Gmail add-on. Open the receipt email, click the Quicktion icon in Gmail's sidebar, and save it to your receipts spreadsheet with one click. This is useful for one-off purchases or vendors you haven't added to your filters yet.

Working with Your Expense Data

Filter Views

Create saved filter views so you can switch between different perspectives without affecting other users:

  • Unprocessed Receipts -- Filter Status = "Unprocessed", sort by Date (newest first)
  • Monthly Expenses -- Filter Date to the current month, sort by Category
  • Tax Deductible -- Filter Tax Deductible = checked, group by Category
  • By Vendor -- Sort by Vendor, then by Date (newest first)

Formulas

Add a summary section at the top of your sheet or on a separate tab:

  • Total expenses this month: =SUMIF(Status_range, "<>Unprocessed", Amount_range)
  • Expenses by category: =SUMIF(Category_range, "Software", Amount_range)
  • Average purchase amount: =AVERAGE(Amount_range)
  • Receipt count by status: =COUNTIF(Status_range, "Unprocessed")

Conditional Formatting

  • Highlight rows where Status = "Unprocessed" in yellow so they stand out
  • Turn Amount cells red when they exceed a threshold (e.g., over $500)
  • Highlight Tax Deductible = checked rows in green for quick scanning

Tips

  1. Process weekly -- Don't let unprocessed receipts pile up. A quick weekly review keeps things manageable. Open the "Unprocessed" filter view, fill in Amount and Category for each, and mark as "Logged".
  2. Use consistent categories -- Decide on your categories upfront (matching your tax categories if possible). Data validation dropdowns enforce this automatically.
  3. Combine with forwarding rules -- The more receipt senders you add to your Gmail filter, the fewer receipts you have to manually handle.
  4. Keep PDF attachments -- Quicktion saves PDF invoices and receipts to Google Drive and links them in your spreadsheet. This means you always have the original document, not just the email text.
  5. Share with your accountant -- Give your accountant read access to the spreadsheet. They can filter by date range and category without needing to ask you for files.

Get Started

Sign up for Quicktion, create a receipts destination linked to your spreadsheet, and set up filters for your most common receipt senders. Your inbox will be cleaner and your expenses will be tracked -- automatically.

For more on saving emails to Google Sheets, see our complete guide or the email tracking spreadsheet walkthrough. You can also track receipts in Notion or Airtable if you prefer those platforms.

Ready to put your emails where they belong?

Quicktion lets you forward emails or use the Gmail add-on to save messages to Notion or Google Sheets. No code required.

LZ

Leandro Zubrezki

Founder of Quicktion

Building tools to bridge the gap between email and Notion. Leandro created Quicktion to help teams save time by automating their email-to-Notion workflows.

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