Transaction Ledger
The Transaction Ledger is the operational heart of Anfitrión. This is where all money movements are recorded, whether income from bookings or operational expenses.
What is it and what is it for?
It's the chronological and unified record of all financial activity. It serves to:
- Keep digital versions of your invoices.
- Reconcile platform payouts.
- Generate the report needed for your tax filings.
Recording Income and Expenses
Each movement must have:
- Date: When the movement occurred.
- Concept: A clear description (e.g. "Kitchen Faucet Repair").
- Category: Classification for later analysis.
- Amount: Exact amount.
- Status: Open or Closed (useful for marking invoices pending payment).
AI Scanning (Smart Digitization)
Anfitrión includes a vision-AI-powered scanner that automatically extracts the total amount, date, merchant name and expense category.
Supported formats
- 📷 Camera — photograph the receipt in real time.
- 🖼️ Image — upload a JPG or PNG from your device. You can also drag and drop the file.
- 📄 PDF — upload the invoice as a PDF. The system renders the first page and analyzes it automatically.
Analysis engine
The scanner uses a cascade system — tries the most powerful available engine and falls back to the next if not configured:
| Priority | Engine | Requirement | Cost |
|---|---|---|---|
| 1 | Claude Vision (claude-haiku) | VITE_ANTHROPIC_API_KEY | ~$0.001/receipt |
| 2 | OpenRouter (baidu/qianfan-ocr-fast:free by default, with nvidia/nemotron-nano-12b-v2-vl:free fallback) | VITE_OPENROUTER_API_KEY | Free (free tier) |
| 3 | Local OCR (Tesseract.js) | None | Free, offline |
The review screen shows a badge indicating which engine processed the receipt.
How to use the scanner:
- Click "Scan Receipt" from the transactions panel.
- Choose "Use Camera" to photograph the receipt, or "Upload File" to select an image or PDF.
- If image: crop the receipt area and confirm. If PDF: analysis starts automatically.
- Review the detected fields (Date, Amount, Concept, Category).
- Correct any value if needed and click "Register Expense".
TIP
If the amount or date isn't detected correctly, correct it manually before saving — the scanner is an aid, not a rule. Accuracy depends on the active engine: Claude Vision and OpenRouter are much more reliable than local OCR for receipts with poor lighting or small text.
Querying and Filtering Information
The general ledger can be very extensive. Use the built-in tools to find what you're looking for:
- Search: Search by text in concepts or categories.
- Year Navigation: Switch between fiscal years easily.
- Monthly Grouping: Transactions appear separated by months for more agile control.
Invoice and Receipt Management
For each transaction, you can:
- Attach: If you already have the file or scanned it, it'll be linked for life to that movement. The file is saved in the cloud (Supabase Storage) when you're connected.
- Download: Generate a file with the movement information to send to your accountant or save on your computer.
- Delete: When deleting a transaction connected to Supabase, Anfitrión also removes the attached receipt stored in Storage as long as the file belongs to the receipts bucket.
- View: Click any transaction to see the attached receipt.
- If the attachment is an image, it's shown directly.
- If the attachment is a PDF, a card appears with the document icon and a "View PDF" button that opens it in a new tab.