iPhone Files → NAS Receipts → Bank Reader

Where the folder lives

• NAS share: personal_folder (not the media share)
• Folder name: Receipts (top level — easy in Files)
• Mac path (when mounted): /Volumes/personal_folder/Receipts
• Server: NASA · NASA.local · 192.168.10.119

iPhone — Files app steps (every family phone)

One shared NAS folder for the whole family. Avery’s phone, Marvin’s phone, and any family iPhone all add the same server once. Scans land in the same Receipts drop; Bank Reader processes whoever dropped them.

1. Open the Files app → Browse.
2. Tap ••• (top right) → Connect to Server.
3. Enter one of these (try in order on home Wi‑Fi):
   • smb://NASA.local/personal_folder
   • smb://NASA/personal_folder
   • smb://192.168.10.119/personal_folder
4. Sign in with the family NAS username and password (not Apple ID).
5. Open the folder named Receipts.
6. Save or move receipt photos here (JPG, HEIC, PNG, PDF) — or use the camera Scan Documents / a scan app → Save to Files → this Receipts folder.
7. Favorite it: long-press the server under Browse → Shared (or pin Receipts) so every family phone has one-tap access next time.

All family iPhones

• Repeat the Connect to Server steps once per phone (home Wi‑Fi).
• Same share, same Receipts folder — no per-phone inbox required.
• Optional: create subfolders under Receipts (Avery, Marvin, …). Bank Reader still picks them up (recursive watch).
• Credentials: a NAS account that can write personal_folder/Receipts (shared family user or per-person users with access).

WebDAV (Nephew — family iPhones)

SMB and WebDAV both work. SMB talks to the NAS directly. WebDAV is served by Nephew on the home Mac over the same Receipts folder (Bank Reader still watches it). No UGREEN admin click required.

• Agent installs: make ensure-receipts-webdav → LaunchAgent + password in Keychain.
• Connect pack (AirDrop to each phone): ~/.nephew/run/family-receipts-connect/ — includes Family-Receipts-WebDAV.mobileconfig + password files.
• Files → Connect to Server → http://<mac-lan-ip>:8867/ · user family.
• Or install the mobileconfig profile → Receipts appears under Browse.

What auto-processes

Bank Reader (Nephew Run Bank Reader on the Mac) watches this folder. While the Mac is on and the NAS is mounted, new files are OCR’d into the Receipts ledger.

• No rsync between iCloud and NAS — Bank Reader can watch both if you also use iCloud Drive → Receipts.
• Dropping to the NAS path needs home Wi‑Fi (or WireGuard home) so Files can reach NASA.
• Clear, full-frame photos OCR better; weak OCR still lands as “needs review.”

Open Receipts — home vs away (doors)

Do not use *.localhost when you are away from home. Those doors only resolve on the home LAN. Off-home, use the family TLD after sign-in.

• Away / travel (use this): https://bank.jailynmarvin.com/ → sign in if asked → Receipts. (SSO may route through nephew.jailynmarvin.com/login first — that is correct.)
• Also away: https://briefcase.jailynmarvin.com/ after Family sign-in, then open Bank Reader from the suite.
• Home Wi‑Fi only: http://bank.localhost/ or http://bank-reader.localhost/ → Receipts.

Open Bank Reader (TLD)

Away from home — capture without NAS

If you cannot reach the NAS (no home Wi‑Fi / no WireGuard), use Files → iCloud Drive → Receipts on the phone. When the home Mac is online and iCloud syncs, Bank Reader watches that folder too. Prefer the NAS path when you are home so files live on family storage first.

Reviewing the ledger while traveling still uses the TLD door above — not localhost.

Privacy

Receipt images stay on your NAS / Mac mesh. This marketing site does not host your photos. Processing runs on your Mac host, not a public cloud OCR for the default path.

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