Capture totals, dates, vendors, taxes, and key fields from scans and PDFs.
MyDocVault
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MyDocVault
Financial Inbox
Upload receipts, invoices, bills, and statements. MyDocVault extracts useful fields, flags issues, and keeps your records easy to search.
Today
Documents processed
Use Recent uploads below for the live feed.
Issues detected
Review Queue and Diagnostics in Admin mode show flagged files.
Find duplicate receipts, suspicious edits, mismatched values, and missing fields.
Group deductible expenses and supporting records into clear prep-ready views.
Spot move, utility, vehicle, and recurring-cost changes across your vault.
Ask plain-language questions and get source-backed answers from your documents.
Track vendor and category patterns to understand where money goes each month.
Recent Documents
| Document | Type | Status |
|---|---|---|
| Recent uploads feed | All | See live list below |
| Review queue | Needs review | Admin mode |
| Insights sources | Analyzed | Insights tab |
Ask AI
Try one of these prompts:
What did I spend on groceries last month?
Show duplicate receipts from the last 60 days.
What bills increased this quarter?
Settings / Admin
Internal tools stay under Admin mode. Public users only see Inbox, Documents, Ask AI, Insights, and Settings.
Upload your documents
Max files per upload: 10Supported: PDF, PNG, JPG/JPEG, WEBP, HEIC/HEIF.
After upload, we take you to Review to confirm/correct tags.
File names are used automatically in your library.
Privacy warning: Do not upload PHI, PII, or PCI data. This app uses a shared responsibility model — you are responsible for ensuring your uploads comply with applicable laws and policies.
Processing is automatic. PDFs are text-detected; images are OCRed for indexing.
Connecting to your workspace…
Choose or drop file(s)
PDF or image (PNG/JPG/WEBP/HEIC)
or drag & drop files here
Upload queue
No files in queue.
Document type
Business use
Classification confidence
Review target: none selected.
Recent uploads
No recent uploads found.
Review Queue
Manual review is required before documents can be used in downstream tabs.
Loading…
No documents found.
Review Details
Review target: none selected.
Document type
Business use
Classification confidence
Extraction inspector
Select a document and inspect extracted fields + chunk previews used for retrieval.
No documents found.
Loaded: 0 · Visible: 0
Document fields
Document preview
Select a document to inspect extraction.
Vector chunk preview
No chunk preview available for this document.
Library
⌕
0 selected
Showing 0-0 of 0 filtered (0 total)
Page 1 / 1
Name
Modified
Size
No documents found.
Answer
Chats
Recents
No chats yet. Create one with New chat.
Expense Analysis
Expense-focused ask flow for reviewed documents.
Ask mode presets
Answer
Sources
No sources returned.
Document selector
Scope
Selected: 0
No documents found.
showing 0 of 0
Bills
$0.00Fast way: type one amount, then tap each bill. You can add many bills without retyping the form.
Tap a bill to add it at this amount and frequency (change either between taps if needed).
Each + button saves immediately—there is no separate Save step. Your bills are stored online with your account (same database as the rest of the app).
Common for kids & teens (streaming, games, delivery):
Household bills:
Custom expense (optional)
Use this if your bill is not in the list above.
Fill form from a template:
No recurring expenses yet.
Files for this budget (stays on this tab)
PDF or images. They are stored in your vault; only files you add here are used for document totals on Budget until you clear them.
One step left: confirm tags for
Income
Paycheck and tips are separate: add paycheck once, then tips once (each with its own amount).
Each income + button also saves immediately to your account.
Custom income (optional)
No recurring income yet.
Financial Inbox summary
This shows money in, money out, and what is left after bills.
Totals from files only use documents you add under Files for this budget on the left (same tab). The rest of your library is never pulled into Budget automatically.
Money in: i $0.00
Money out: i $0.00
Recurring monthly: i $0.00
State tax spend: i $0.00
Net: i $0.00
Personal Finance 101 (everything for this tab is here)
Income you actually receive → repeating bills → optional receipts from Files for this budget on the left → see if anything is left (net). Not investment or tax advice.
- Income — Take-home from work, tips, side income (left column, + buttons).
- Fixed costs — Rent, utilities, subscriptions, debt minimums (+ buttons).
- Variable spend — Groceries, gas; add receipts with Files for this budget on the left, then confirm tags when prompted.
- Net — Money in minus money out; red means that picture is underwater.
- Savings habit — After bills, set aside something for emergencies when you can; this app does not move your bank money.
Do this in order: (1) Add income, (2) Add bills, (3) Tap Analyze money flow, (4) Add files on the left only if you want document-based totals.
Insights
Ask a question after analysis to see guidance.
Month-to-month comparison
Shows monthly money in/out/net so you can compare over a year (or multiple years).
Run analysis to load timeline.
Where money out is going
Run analysis to see outflow breakdown.
Detected sources
No budget line items from selected docs yet.
Chats
Recents
No chats yet. Create one with New chat.
Tax Prep
Tax prep ask flow for reviewed documents.
Ask mode presets
Answer
Sources
No sources returned.
Document selector
Scope
Selected: 0
No documents found.
showing 0 of 0
Life Events
Select documents, analyze, confirm, save.
Selected: 0
Documents
No documents found.
Analysis
Run analysis on selected documents.
Confirm or correct event
Actions
Note (optional)
Integrity Checker
Select uploaded documents and run integrity analysis.
Selected: 0
Documents
No documents found.
Analysis
Run analysis on selected documents.
Document signals
No results yet.
Pair similarities
No pairwise similarities yet.
Help center
How to use MyDocVault in plain words. If you only care about the Budget part, jump to Budget below.
Upload (for the rest of the app)
1. Pick files with drag-and-drop or the Select files button.
2. Wait until you see them show up under Recent uploads.
3. If something says it failed, open Documents to see what went wrong.
Feature Map (What is in this app now)
Upload: Add PDFs/images with queue + progress.
Review: Confirms tagging for documents that still need review.
Documents: Inspect extracted fields and OCR/chunk text.
Chat: Ask questions on selected or all reviewed docs.
Expense Analysis: Receipt-focused spending summaries.
Financial Inbox: Money in/out, overspend signals, recurring expenses, timeline, and budget-scoped file uploads.
Tax Prep: Tax-relevant receipt checklist and prep assist.
Lifeevents: Event detection and reviewer confirmation workflow.
Integrity: Risk/quality checks and pair similarity view.
Operations: Audit and ingestion operational views.
Admin/Tags: Model/OCR settings, feature flags, entitlements, and tag catalogs.
Review (for Chat and other tabs)
1. Open the Review tab when a file says it needs review.
2. Pick what kind of document it is, then tap Save review tags.
3. After that, Chat and other tools can use the file.
For Budget-only receipts, you can often stay on the Budget tab—see the Budget section.
Budget (explained like you are in 5th grade)
What is Budget? It is a money picture: how much comes in, how much goes out, and what is left. It does not move real money in your bank. It helps you see the story.
Step 1 — Money you get. On the Budget page, left side: type how much you really take home (after taxes if you want it that way). Tap a + button like “Monthly take-home” or “Tips.” Each + saves that line for you.
Step 2 — Bills you pay every month. Still on the left: type an amount, then tap bills you know (+ Rent, + Phone, + Netflix-style buttons). Change the amount before each tap if each bill is different.
Step 3 — Receipt pictures (only if you want). Same Budget page, lower left: Files for this budget. Choose a picture or PDF of a receipt, tap Upload for budget, then tap the yellow Save as receipt (personal) button so the app knows it is a store receipt. You do not have to leave this tab for that.
Step 4 — See the picture. Tap Analyze money flow on the right. Money in = what we added up coming in. Money out = bills + receipt numbers we read. Net = in minus out. If Net is red, that means “uh-oh, more went out than in” for this picture—time to cut a bill or add income you forgot.
Step 5 — Ask a simple question. Try the chips like “Where did I overspend?” The app answers in normal words, not grown-up finance speak.
Extra buttons. Need a bill that is not on the chips? Open Custom expense or Custom income on the Budget page and tap Save there.
This is for learning your own cash flow. It is not tax advice, investment advice, or a replacement for a bank.
Documents
1. Use Documents to see what text was read from each file.
2. Check extracted fields and preview chunks used for answers.
3. Use this page when a file result looks wrong.
Chat
1. Go to Chat, choose documents, then ask your question.
2. Use All docs for a broad answer, or Selected for focused answers.
3. You can type or use the microphone.
Expense Analysis (add-on)
1. Select reviewed expense documents.
2. Run Expense analysis.
3. Read the answer and check source files shown below it.
Tax Prep (add-on)
1. Select reviewed tax-related documents.
2. Run Tax prep.
3. Use the checklist to see what is missing before filing.
Lifeevents
1. Select documents and run analysis.
2. Confirm or correct detected event, then save decision.
3. Actions are driven by life event policies configured for your account.
Integrity
1. Select documents and run integrity analysis.
2. Review AI risk, adult likelihood, and pair similarities.
3. Use this before downstream decisions when data quality is uncertain.
Operations
Server health, configuration flags, limits, and recent ingest failures. This screen is the home for future admin dashboards (exports, filters, CloudWatch deep links, etc.).
Snapshot
No snapshot loaded yet. Click “Refresh snapshot”.
Audit logs (admin actions)
Immutable append-only records of admin actions (invites, mappings, retries, policies, exports).
No audit rows for current filter. Clear filters or refresh audit logs.
Ingestion status (all users)
Production support view over existing documents.
No ingestion rows for current filter.
Tag catalog
Document type tags
Built-in defaults are protected from delete. Delete is available on custom rows.
No rows.
Business use tags
Built-in defaults are protected from delete. Delete is available on custom rows.
No rows.
Confidence tags
Built-in defaults are protected from delete. Delete is available on custom rows.
No rows.
Noise terms
Built-in defaults are protected from delete. Delete is available on custom rows.
No rows.
Strict category terms
Built-in defaults are protected from delete. Delete is available on custom rows.
No rows.
Settings / Admin
Configure backend URL and vector namespace settings. This deployment is AWS-only (Bedrock + S3 vectors).
AI Provider Mode
Choose Bedrock or Auto. This deployment is AWS-only.
These settings are sent as request headers and can be overridden by server env defaults.
Answer LLM provider
Embedding provider
Image OCR provider
Image OCR quality threshold
Backend API URL
Use your deployed backend HTTPS URL.
S3 vector namespace (optional)
Access requests
No access requests found.
User domain mapping
No domain mappings loaded.
Data Lifecycle (admin)
Lifecycle policy APIs are not exposed in this repo backend.
Audit logs (admin actions)
Immutable append-only records of admin actions (invites, mappings, retries, policies, exports).
Time
Action
Actor
Target
Detail
Feature exposure
Expose/hide features globally. Help is universal.
No feature rows.
User entitlements
Enter user email and click Load user entitlements.