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Track Email Receipts and Invoices in Notion

Leandro Zubrezki··3 min read
Track Email Receipts and Invoices in Notion

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 Notion database where they're searchable, organized, and always accessible.

Why Track Receipts in Notion?

  • Tax time — Find any receipt instantly when you need it for deductions or reimbursements
  • Budget tracking — See all your expenses in one place
  • Subscription auditing — Spot recurring charges you forgot about
  • Warranty claims — Find purchase receipts when you need them
  • Business expenses — Keep records for expense reports

Save emails to Notion in seconds

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

Setting Up Your Receipt Database

Create a Notion database with these properties:

PropertyTypePurpose
TitleTitleWhat you bought (from email subject)
VendorSelectStore or service name
DateDatePurchase date
AmountNumberCost (add manually or extract from subject)
CategorySelect"Software", "Hardware", "Office", "Travel", etc.
StatusSelect"Unprocessed", "Logged", "Reimbursed"
FromEmailSender address
Tax DeductibleCheckboxFor tax-relevant purchases

Auto-Forwarding Receipt Emails

Step 1: Create a Quicktion Destination

Set up a destination in Quicktion pointing to your Receipts database. Map the email subject to Title, sender to From, and date to Date.

Step 2: Create Gmail Filters

Common receipt senders to filter:

  • 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.

Step 3: Process Receipts in Notion

Once receipts land in Notion, process them periodically:

  1. Open the "Unprocessed" view
  2. For each receipt, fill in the Amount and Category
  3. Mark as "Logged"
  4. Flag tax-deductible items

Useful Views

Unprocessed Receipts

Filter: Status = "Unprocessed" Sort: Date (newest first)

Monthly Expenses

Filter: Date is within the current month Group by: Category Sum: Amount column

Tax Deductible

Filter: Tax Deductible = checked Group by: Category

By Vendor

Group by: Vendor Sort: Date (newest first)

Tips

  1. Process weekly — Don't let unprocessed receipts pile up. A quick weekly review keeps things manageable.
  2. Use consistent categories — Decide on your categories upfront (matching your tax categories if possible).
  3. Combine with forwarding rules — The more receipt senders you add to your Gmail filter, the fewer receipts you have to manually handle.
  4. Export when needed — Notion databases can be exported to CSV, which you can import into accounting software or share with your accountant. If your invoices come with PDF attachments, see our guide on saving emails with attachments.

Get Started

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

If you use Gmail, check out our complete Gmail-to-Notion integration guide for more setup options.

Ready to connect your email to Notion?

Quicktion lets you forward emails or use the Gmail add-on to save messages directly to any Notion database. 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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