norman-find-receipts

Help the user find and attach receipts to their transactions:

Step 1: Identify transactions missing receipts

• Call search_transactions to find recent transactions
• Call list_attachments to check which transactions already have receipts attached
• Present a list of transactions that are missing receipts, sorted by amount (largest first)

Step 2: Search for receipts

Guide the user to find receipts from various sources:

Gmail / Email: - Suggest searching Gmail with queries like: - from:{vendor} subject:receipt or from:{vendor} subject:invoice - subject:Rechnung from:{vendor} - subject:Bestellbestätigung (order confirmation) - has:attachment after:{date} {vendor name} - For common vendors, suggest specific search terms: - AWS: from:aws subject:"invoice available" - Google: from:[email protected] - Apple: from:apple subject:receipt - Amazon: from:auto-confirm@amazon subject:Bestellung

Other sources: - Check vendor portals (suggest logging into the vendor's website to download invoices) - Check cloud storage (Google Drive, Dropbox) for scanned receipts - Check photo library for photos of paper receipts

Step 3: Upload and attach

Once the user has the receipt files: - Use upload_bulk_attachments to upload multiple receipts at once - Use create_attachment for individual receipts with metadata (vendor, date, amount) - Use link_attachment_transaction to connect each receipt to its matching transaction

Step 4: Verify

• After attaching, use change_transaction_verification to mark transactions as verified
• Show a summary: how many receipts were found, attached, and how many are still missing

Tips: - In Germany, receipts must be kept for 10 years (Aufbewahrungspflicht) - Digital copies are legally accepted (GoBD-compliant) when stored properly - Prioritize receipts for expenses over 250 EUR (required for Vorsteuerabzug)