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Manual Entry allows you to record financial transactions directly through intuitive forms, supporting text input, photo uploads, and intelligent OCR for receipt scanning.

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Overview

While Sistema Financiero offers automated tracking through Telegram bots, Manual Entry gives you direct control to record transactions through the web interface or by uploading photos of receipts.
Manual Entry is particularly useful for batch entry sessions, when you have multiple receipts to process, or when you prefer a visual form interface.

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Entry Methods

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1. Daily Cut Form (Corte Diario)

The Daily Cut feature allows you to record all your income for the day in a single, streamlined form.

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How It Works

1

Access Daily Cut

Navigate to the Daily Cut page from the main navigation menu
2

Enter Amounts by Category

The form displays all income categories with fields for:
  • Quantity: Number of units/transactions
  • Total Amount: Total income in that category
3

Add Your Name (Optional)

Enter who is registering the entry in the “Registrado por” field
4

Review Totals

The form automatically calculates:
  • Total daily income
  • Total number of transactions
5

Submit

Click “Registrar Corte Completo” to save all entries at once

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Income Categories

Tours

Income from guided tours and experiences

Comedor

Restaurant and dining income

Reservaciones

Reservation and booking fees

Anticipos

Advance payments and deposits

Otros Ingresos

Other miscellaneous income
The Daily Cut form only accepts positive amounts. If you don’t have income for a category, simply leave it at 0.

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2. Photo Upload with OCR

Upload photos of receipts, invoices, or tickets for automatic data extraction.

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Photo Upload Process

1

Prepare Your Receipt

Take a clear photo of your receipt or ticket:
  • Good lighting
  • All text visible
  • Receipt laid flat
  • No glare or shadows
2

Upload the Image

Use the image upload endpoint:
POST /api/upload-image
Content-Type: multipart/form-data
3

AI Analysis

The system uses Google Gemini 2.5 Flash to:
  • Verify it’s a valid receipt
  • Extract the total amount
  • Identify the merchant/store
  • Suggest the appropriate category
  • List purchased items
  • Extract the date
4

Review Extracted Data

The system returns structured data:
  • Amount (numeric)
  • Merchant name
  • Suggested category
  • Items list
  • Date
  • Description
5

Confirm or Edit

Review the extracted information and make any necessary corrections before saving

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Supported Receipt Types

  • Gas station receipts
  • Supermarket invoices
  • Restaurant bills
  • Retail store receipts
  • Service invoices
  • Utility bills
The OCR system will reject:
  • Screenshots of text messages
  • Random photos that aren’t receipts
  • Blurry or illegible images
  • Documents that aren’t purchase-related

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OCR Response Format

When a valid receipt is detected: 
{
  "es_ticket": true,
  "monto": 450.50,
  "comercio": "Pemex",
  "categoria_sugerida": "Transporte",
  "items": ["Magna Premium 30L", "Total"],
  "fecha": "2025-10-06",
  "descripcion": "Llenado de combustible en Pemex"
}
When an invalid image is uploaded: 
{
  "es_ticket": false,
  "razon": "Esta es una captura de pantalla de una conversación",
  "sugerencia": "Por favor sube una foto de un ticket o factura"
}

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3. Recurring Expenses Form

For expenses that occur automatically on specific days each month, use the Recurring Expenses feature.

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Setting Up Recurring Expenses

1

Navigate to Recurring Expenses

Access from the main navigation menu
2

Click Add New

Click the “Añadir Gasto Recurrente” button
3

Fill the Form

Enter required information:
  • Name: Description (e.g., “Netflix”, “Rent”)
  • Day of Month: 1-31 when the charge occurs
  • Amount: Monthly charge amount
  • Category: Select from expense categories
  • Payment Method: Cash, Card, or Transfer
  • Account: Optional account name
4

Set Active Status

Toggle the “Activo” checkbox to enable automatic processing
5

Save

Click “Crear Gasto” to save the recurring expense
Recurring expenses are automatically processed daily. When the current day matches the configured day, the system creates a transaction entry automatically.

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Form Validation

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Required Fields

All forms include validation to ensure data quality:
  • Amount fields: Must be numeric and greater than 0
  • Date fields: Must be valid dates
  • Category fields: Must select from predefined categories
  • Day of month (recurring): Must be between 1-31

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Error Handling

Validation Errors

Red alert boxes show specific field errors:
  • Missing required fields
  • Invalid number formats
  • Out-of-range values

Success Messages

Green confirmation boxes appear after successful saves:
  • Transaction recorded
  • Number of items processed
  • Updated totals

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Categories System

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Expense Categories

  • Alimentación: Food and groceries
  • Transporte: Gas, public transport, vehicle maintenance
  • Vivienda: Rent, utilities, home maintenance
  • Salud: Medical expenses, insurance, pharmacy
  • Entretenimiento: Entertainment, subscriptions, hobbies
  • Educación: Education, courses, books
  • Otros Gastos: Miscellaneous expenses
  • Suscripciones: Recurring subscriptions

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Income Categories

  • Tours: Guided tours and experiences
  • Comedor: Restaurant and dining income
  • Reservaciones: Booking and reservation fees
  • Anticipos: Advance payments
  • Otros Ingresos: Other income sources
The category system is predefined to ensure consistency in reporting and analytics. Choose the closest match for accurate categorization.

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Payment Methods

All manual entries support three payment methods:
  • Efectivo (Cash)
  • Tarjeta (Card)
  • Transferencia (Bank Transfer)

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User Interface Features

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Visual Feedback

  • Real-time calculations: Totals update as you type
  • Loading states: Spinners during form submission
  • Disabled states: Submit button disabled until valid data entered
  • Color coding: Success in green, errors in red

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Responsive Design

  • Mobile-optimized: Touch-friendly input fields
  • Tablet layout: Optimized grid for medium screens
  • Desktop: Full form width with multiple columns

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Accessibility

  • Clear labels for all form fields
  • Keyboard navigation support
  • High contrast mode compatible
  • Screen reader friendly

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Best Practices

Photo Quality Tips

  • Use natural lighting or good artificial light
  • Hold the camera steady or use a flat surface
  • Ensure all text is in focus
  • Avoid shadows and glare
  • Crop to just the receipt area

Data Entry Tips

  • Enter transactions daily to avoid backlog
  • Use recurring expenses for predictable charges
  • Double-check amounts before submitting
  • Add descriptive notes in the description field
  • Keep photos of receipts even after OCR

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