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Receipts and matching

Upload receipts and confirm the matches Fern suggests against transactions.

Last updated 2026-09-05

Receipts holds photos, PDFs, and marketplace exports. Fern compares dates, amounts, and merchant details to find receipts or orders that may belong with each transaction.

Upload receipts

Use Receipts or the Home upload shortcut. Amazon and Shopify CSVs are receipt/order sources — they do not sign you into those accounts.

Matching

A likely match is only a suggestion until you confirm it in Review or from the receipt/transaction screens. You can also mark that a charge has no paper.

The Receipts page includes a short status key (matched, waiting, needs a look) so you can see what still needs a decision.

Confirm matches yourself. Fern will not finalize a link without your action.

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