Budget & Insurance

Find tutorials and detailed practical guides for the Budget & Insurance category.

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Track expenses and monthly pet budgets

Log veterinary fees, food, and toys into categories and check your monthly budget caps.
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Store pet insurance policy details

Record your insurer name, policy number, deductibles, and annual maximum coverage limits.
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Scan invoices and submit refund claims via OCR

Take photos of vet bills using AI OCR to capture amounts and generate claim forms.
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Track insurance refund schedules

Monitor submitted claims, pending statuses, and the history of bank transfers.
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Understand differences between OmniaVet Free and Premium

Compare free tracking features with the advanced capabilities unlocked by OmniaVet Premium.
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Manage or restore your Premium subscription

Learn how to restore your StoreKit purchases after upgrading devices or reinstalling the app.
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Export budget expense reports to CSV or PDF

Download your complete expense history for accounting or insurance auditing.

Frequently Asked Questions

Quickly find solutions to common issues.

Log veterinary fees, food, and toys into categories and check your monthly budget caps.

Note: The budget caps and charts automatically reset on the first day of each calendar month.

Steps to follow:

  1. Open the Budget tool.
  2. Set your target monthly budget limit (e.g. $100) using the picker.
  3. Tap Add Expense: enter the amount, select date, and pick a category (Food, Care, Insurance, Accessories).
  4. Review the progress bar to monitor spent percentages and remaining budget headroom.
Tip: Attach a photo of receipts by tapping Add Receipt to keep records for tax or insurance.

Record your insurer name, policy number, deductibles, and annual maximum coverage limits.

Note: These configurations help OmniaVet estimate expected refunds when scanning veterinary bills.

Steps to follow:

  1. Open the **Insurance** (Prévoyance) screen from the Tools menu.
  2. Tap **Configure Insurance**.
  3. Input your provider, policy number, reimbursement percentage (e.g., 80%), and annual deductible.
  4. Save the emergency assistance hotlines to make quick calls in crises.
Tip: You can import and store your insurance policy PDF to review coverage clauses offline.

Take photos of vet bills using AI OCR to capture amounts and generate claim forms.

Note: Ensure clean camera focus on detailed invoice tables to help the OCR recognize itemized values.

Steps to follow:

  1. Inside the Insurance portal, tap **Claim Reimbursement**.
  2. Snap a clear, vertical photo of your veterinary invoice.
  3. The OCR analyzer extracts the date, consultations, medication lines, and totals.
  4. Verify the auto-filled details, then tap **Generate Claim** to export a pre-filled PDF ready to send to your provider.
Tip: You can sign the generated PDF document directly on your iPhone screen using your finger before exporting.

Monitor submitted claims, pending statuses, and the history of bank transfers.

Note: Refund processing times depend on your insurer and are displayed as estimates only.

Steps to follow:

  1. Open the Insurance module.
  2. Scroll down to the **Claim Timeline** section.
  3. Check progress indicators: Submitted (pending review), Processed (payout issued), or Rejected (tap to review reason).
  4. When the bank deposit arrives, mark the claim as cleared to update your monthly budget.
Tip: The app calculates your annual refund totals and warns you when you near your policy limit.

Compare free tracking features with the advanced capabilities unlocked by OmniaVet Premium.

Note: Core security settings (Face ID lock) and emergency call features are always free for everyone.

Steps to follow:

  1. Open Settings and tap the OmniaVet Premium badge banner at the top.
  2. Review the features comparison list.
  3. The Free tier supports one pet profile, basic walk logging, and weight charts.
  4. The Premium subscription unlocks unlimited profiles, offline SitterPass profile sharing, local prescription Vision scans, and family iCloud sync.
Tip: Premium subscriptions offer a 7-day free trial period that can be canceled at any time.

Learn how to restore your StoreKit purchases after upgrading devices or reinstalling the app.

Note: Ensure you are logged into the same Apple ID used to purchase the subscription if restore fails.

Steps to follow:

  1. Open the settings screen in OmniaVet.
  2. Tap the **OmniaVet Premium** badge to open the subscription screen.
  3. Scroll to the bottom of the paywall options and tap **Restore Purchases**.
  4. Enter your Apple ID credentials if prompted. The app queries App Store Connect to re-verify transactions.
Tip: Manage or cancel subscriptions at any time via your iOS Settings app under iCloud Profile > Subscriptions.

Download your complete expense history for accounting or insurance auditing.

Note: All report compilation processes execute offline on your Apple device.

Steps to follow:

  1. Open the **Budget** dashboard.
  2. Tap the **Export History** button in the top right corner.
  3. Choose your preferred format: **CSV** (for spreadsheet software) or **PDF** (printable invoice recap).
  4. Choose the date range (current month, complete year) and tap **Share**.
Tip: PDF reports embed clean thumbnails of scanned receipt proofs for record keeping.

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