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Documents

Documents are files attached to expenses or daily expenses. Use them for receipts, invoices, warranties, and supporting records.

Upload and Attachment Behavior​

Allowed file types are PDF, PNG, and JPEG/JPG, up to 5 MB per file. Other types are rejected.

Documents are uploaded from the document list in the expense dialog, and the receipt scanner attaches the scanned image automatically when a scanned expense is saved. The expense must be saved first; you cannot upload a document to an unsaved expense.

Each document stores:

  • file name
  • MIME type
  • file size
  • base64-encoded file data
  • owner user ID
  • a link to exactly one recurring expense or one daily expense (never both, never neither)

Library View​

The Documents page lists your uploaded files with search and filters:

  • Search matches the file name or the linked expense name.
  • The Type filter refers to the linked expense: "Periodic expenses" or "Daily expenses". It is not a file type filter.
  • The Category filter uses the category of the linked recurring expense. Documents on daily expenses carry no category, and the filter only appears when at least one document has one.

View, Download, and Delete​

On the Documents page each file has View (images and PDFs open in a preview dialog) and Delete. There is no download button on that page; to download a file, open its expense and use the document list in the expense dialog.

Deleting a document removes the stored file record. It does not delete the linked expense. Deleting an expense deletes its documents as well.

Privacy Boundary​

Documents are user-scoped. The AI assistant is not allowed to read uploaded document content.