Note: the instructions in this FAQ apply only to the Digit User Interface.

Not sure which UI you're using?  Click here to work it out!

Squirrel Street uses a sophisticated algorithm that reads the information on receipts to determine whether a receipt fits into any of our default categories. If it finds a match, it will automatically place that receipt in that default category. (Note: these are default Australian tax categories, not categories imported into Squirrel Street via an accounting package )

Our 24 default tax categories are:

  • Advertising
  • Bank Fees
  • Cleaning
  • Computer Equipment
  • Consulting & Accounting
  • Entertainment
  • Freight & Courier
  • General Expenses
  • Insurance
  • Interest Expense
  • Legal Expenses
  • Light, Power, Heating,
  • Motor Vehicle Expenses
  • Office Equipment
  • Office Expenses
  • Printing & Stationery
  • Rent
  • Repairs & Maintenance
  • Subscriptions
  • Superannuation
  • Telephone & Internet
  • Travel - International
  • Travel - National
  • Wages & Salaries

Want to hide the default categories?

  1. Log into your account, click on the account name in the top right and select Settings
  2. Goto the Account Settings tab Then select Currency, Tax and Language Settings.
  3. Deselect the checkbox under Default Australian tax categories, and Save the changes.  You may need to refresh the page for the changes to be applied.

Creating Custom Categories

You can create your own categories, which, when assigned to receipts, will appear alongside them in your CSV or PDF reports, or in the notes section of your accounting software exports.  Here's how:

1) Select the receipts you wish to assign a custom category to.  The Assign categories button will appear at the top of the list of documents.

2) Click on Assign categories then click in the field that says "Choose a category".  Type the name of your new category there.

3) Click on Add [your category name] and Save this to add the category to your receipt(s).

Categorising Multiple Receipts at Once

  1. Log into your account.
  2. Select the checkboxes next to all the receipts to which you want to add the category.
  3. Click the assign categories button
  4. Click the down arrow to the right of the drop down field and select the appropriate category then save.

Categorising Other Documents

At this point, Squirrel Street only categorises receipts, not other documents.


 1  Here's how to assign categories to your receipts. Firstly, login via and tick the boxes next to the receipts you wish to assign the same category to.

Step 1 image

 2  Click Assign categories

Step 2 image

 3  Click the down button

Step 3 image

 4  Scroll to find the correct category.  In this example, it's Travel - National

Step 4 image

 5  Click Save

Step 5 image

 6  Here's how to create a category and assign it.  Select the applicable receipts.

Step 6 image

 7  Click Assign categories

Step 7 image

 8  Click directly in the top field and type the name of the category you wish to create 

Step 8 image

 9  Click on the name of the new category (In this case, 'Team Building Activities')

Step 9 image

 10  Click Save

Step 10 image

 11  Voila!  

Here's how to create rules - i.e. how to automate assigning categories.

Firstly, click Automate

Step 11 image

 12  Click Manage Vendors

Step 12 image

 13  Select the vendor to which you wish to assign the rule.

Step 13 image

 14  Click Add vendor rules

Step 14 image

 15  Scroll and select the category to which you wish future receipts for this vendor to be assigned.  In this example, it's 'Travel - National'

Step 15 image

 16  Click Add Rule

Step 16 image

 17  You'll see a confirmation that the rule has been added.

Step 17 image

 18  If you change your mind about a rule, simply click on the "x" next to the rule to remove it.  The documents already in the account will remain categorised with that category but no further documents will be assigned that category automatically.

Step 18 image

 19  And that's it!

Step 19 image

Here's an interactive tutorial for the visual learners