FlipperForce

Track expenses and income, watch your budget against actuals, and get ready for tax time.

Accounting

[VIDEO] Budget vs Actuals Overview

What is the Analysis column on Budget vs Actuals?

Where you establish your working project budget. It pre-populates from your Analysis values, and you can adjust the figures if the real budget differs.

What is the Budgeted column on Budget vs Actuals?

What's the difference between the Budgeted & Analysis Columns?

What is the 'To Date' column on Budget vs Actuals?

What is the % Complete column on Budget vs Actuals?

What is the Projected column on Budget vs Actuals?

How to Track Project Income

How do I calculate my Final Profit when I complete a project?

Learn how to use the Budget vs Actuals tool to manage your project budget vs actuals.

Budget vs Actuals

No, manual entry is optional. The AI Receipt Analyzer transcribes vendors, dates and totals from uploaded photos or PDFs and itemizes them into your project budget.

Do I have to manually enter expenses?

Click the Upload button in the top right of the Expense Tracker. The AI importer accepts raw CSVs and PDF statements with no template required.

How can I bulk Import Expenses to the Expense Tracker?

You can attach a receipt when you first add the expense, or upload it later using the Upload button on the far right of the Expense Tracker table.

How can I upload receipts to the Expense Tracker?

Export your expenses to CSV or PDF using the buttons at the top of the Expense Tracker. Contact support to receive a zip file of your uploaded receipt files.

How can I export my Expenses and my receipt files?

The Split Expense tool breaks a single receipt into multiple categories like plumbing, lighting and paint, and distributes sales tax across the line items automatically.

How do I split a receipt that has multiple categories on one receipt?

How to Track Your Purchase Expense and EMD

Record the Contract Sales Price as Resale Income. Categorize property taxes as Holding Costs and all other settlement charges, including commissions and title fees, as Selling Costs.

How to Enter a HUD Statement into the Expense Tracker after Selling the Property

How do I add a new Category on the Expense Tracker?

Why do I only see "Repair Costs" as an option, instead of detailed categories on the Expense Tracker dropdown menu?

The Transaction ID groups related line items from a single receipt or bank charge together, so you can see which expenses belong to the same purchase.

What is the purpose of the "Transaction ID #" column?

Four ways: enter them manually, bulk import a file with the AI importer, capture receipts through the Receipt Inbox, or send them in through the Public API.

What are the different ways to add expenses in FlipperForce?

How to Sort Expenses in the Expense Tracker

How to Search Expenses in the Expense Tracker

How to Delete an Expense from the Expense Tracker

Yes. The Public API can read and write expense transactions, line items, vendors and receipts, so expense data can move into or out of FlipperForce.

Can I connect the Expense Tracker to other software using the Public API?

Learn how to use the Expense Tracker tool to track your project expenses.

Expense Tracker

The Receipts feature is a central hub for managing and organizing all uploaded project receipts, showing which are linked to transactions and which still need converting.

What is the Receipt feature?

Click Add Receipts to bulk upload into your Receipts Inbox. Supports images, PDFs, Excel and Word documents.

How do I upload receipts in the web app?

Yes. In the Field mobile app, tap your project, tap Add Receipts, then take a photo or pick from your camera roll.

Can I upload receipts from my phone?

Open your project, tap the Receipts tab, then Add Receipts. Capture new photos or bulk upload existing images from your phone's gallery.

How do I upload receipts using the FlipperForce mobile app?

In the mobile app under the Receipts tab, and immediately in the web app under Accounting, Receipts within that project.

Where can I find the receipts I've uploaded from my phone?

Yes. Edit a receipt's name, description and date from the three-dot menu in the app. Changes sync immediately to the web app's Receipts Inbox.

Can I edit the details of a receipt I've uploaded using the mobile app?

Unlinked means the receipt is in your inbox but not yet converted into an expense. Linked means it is associated with a transaction in your Expense Tracker.

What is the difference between an "Unlinked" and a "Linked" receipt?

Use the AI Receipt Analyzer to convert a receipt into a transaction automatically, or manually link a receipt to an existing expense record.

How do I connect a receipt to an expense?

Open the Unlinked receipt in the Receipts table, enter the transaction details and line items, then click Create Transaction. The receipt status updates to Linked.

How do I turn an "Unlinked" receipt into an expense transaction?

The receipt image is not deleted. It reverts to Unlinked status in the Receipts table so you can re-process it or link it to a different transaction.

If I delete a linked transaction, what happens to the original receipt image?

Not currently. The app uploads receipts for later processing. Use the web app's Receipts Inbox to convert them into transactions.

Can I enter transaction and expense data directly from the mobile app?

Upload receipts from your phone or desktop, keep them in the Receipts inbox, and link them to expenses.

Receipts

The AI Receipt Analyzer transcribes vendor, date, and line items from an uploaded receipt directly into your Expense Tracker, categorized to your budget.

How does the AI Receipt Analyzer work?

It captures transaction dates, vendor info and payment accounts, itemizes every line, then maps each item to the correct project category and expense class.

What data does the AI Receipt Analyzer transcribe?

JPEG and PNG images plus PDF documents. Convert Word or Excel files to PDF or an image to process them through the scanner.

What file types does the AI Receipt Analyzer support?

Most receipts analyze in about 15 seconds, ranging from 10 to 30 depending on document type, page count and number of line items.

How long does it take to process a receipt?

Detailed Itemization splits a receipt across multiple budget categories. Single Entry consolidates everything into one transaction for large single-category purchases.

What is the difference between "Detailed Itemization" and "Single Entry" mode?

No limits at this time. The AI Receipt Analyzer is in Beta as a free service for All-in-One users while we study usage.

Are there any limits to using the AI Receipt Analyzer?

Yes. Click Analyze Receipt with AI again to rerun it. Results may differ slightly on a re-scan.

Can I redo the analysis if the results aren't correct?

Not currently. There is no chat or prompting interface for revising results, though you can edit any line item manually before saving.

Can I "chat" with the AI to correct specific line items?

Label your Accounts with the card provider name and last four digits, and make sure your Companies are named clearly so the AI can match them.

The AI isn't finding my Accounts or Companies. How can I fix this?

Photograph receipts in bright even lighting on a flat high-contrast surface, keep text in focus, and split long receipts into overlapping photos.

Is the AI having trouble reading your receipt? Tips for a perfect scan

CSV files, the standard export format for Home Depot Pro Xtra, Lowe's and most banks and credit card institutions.

What file types are supported for bulk importing?

It is optimized for Home Depot Pro Xtra exports and reads SKU-level data. It also works well for Lowe's, Menards and bank statements.

Which retailers work best with the AI SKU mapping?

Use company names and account numbers that match your FlipperForce settings, and delete extra Amount, Tax and Total columns before uploading.

How do I get the best results from the AI Bulk Expense Importer?

The AI reads the item description and SKU and matches it against the categories in your project budget. You can override any suggestion before confirming.

How does the AI know which budget category to use?

Review every line item in the Comparison Tool before finalizing. You can bulk-edit or override any category directly in the preview screen.

What if the AI categorizes something incorrectly?

Scan receipts, bulk import expenses from a spreadsheet or bank statement, and let AI handle the data entry.

AI Receipt Analyzer & Expense Importer

The 1099-NEC is the IRS form used to report payments to independent contractors. Generally required for any vendor paid $600 or more in a tax year.

What is a 1099-NEC and what is required by real estate investors?

A global report that scans every project for the tax year and aggregates payments by vendor, so you do not add up receipts from different houses by hand.

How does the Vendor 1099 Report work?

Click View Expenses next to any vendor to open the Global Vendor Expense Report, a line-by-line list of every transaction making up that vendor's total.

How do I verify the 1099 numbers are correct?

It totals everything a vendor has been paid across all projects in your workspace for the selected period, auditable line by line.

How is Vendor Compensation calculated?

Click the Edit icon next to the vendor in the report. Anything you enter saves back to their profile in Companies & Contacts.

What if I'm missing a vendor's Tax ID or address?

No direct e-filing, but FlipperForce exports a CSV of vendor data and totals you can map into the IRS IRIS portal template or hand to your accountant.

Can I e-file 1099s directly from FlipperForce?

Accounting Reports

How to Flip Houses

Product Updates

Video Tutorials

Road Map

Case Studies

Resources

The Latest

Videos

Updates

Request a Feature

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.