<details class="details"><summary>Adding Vehicles</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><details class="details"><summary><strong>To add a vehicle when adding a new drive</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Tap “Add Drive”<br><br></p></li></ol><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-11-41-29-107_com.easyexpense-edit.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d178-1c5c-7fa6-807d-fed9266d285f/b64u-MDE5N2QxNzgtMWMwZS03Y2FkLWJkMDYtYmUzZTkyZDBlMTU2.jpeg" data-featurebase-content-filename="0197d178-1c0e-7cad-bd06-be3e92d0e156" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d178-1c5c-7fa6-807d-fed9266d285f/b64u-MDE5N2QxNzgtMWMwZS03Y2FkLWJkMDYtYmUzZTkyZDBlMTU2.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=71861fb6ae88d1761a8b472c45573628e716434e2cfb3080ef94545835bc2a94"><ol start="3"><li><p>Enter the start and end locations</p></li><li><p>Tap the current vehicle<br><br></p></li></ol><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-48-25-785_com.easyexpense-edit.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d178-49ca-722e-b3ee-52440e460e0a/b64u-MDE5N2QxNzgtNDk4MS03NjUwLWE4ZDMtYzhhZGNmMjE1YjNm.jpeg" data-featurebase-content-filename="0197d178-4981-7650-a8d3-c8adcf215b3f" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d178-49ca-722e-b3ee-52440e460e0a/b64u-MDE5N2QxNzgtNDk4MS03NjUwLWE4ZDMtYzhhZGNmMjE1YjNm.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=6e3234adeb7b0fb3ee91b11899452c81e35b4995d8fc5e5c29be086db7b28cda"><ol start="5"><li><p>Tap “Add New Vehicle”</p></li><li><p>Enter the vehicle details</p></li><li><p>Tap “Save”</p></li></ol></div></details><details class="details"><summary><strong>To add a vehicle using an existing drive</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Tap any drive<br><br></p></li></ol><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-03-05-474_com.easyexpense.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d178-9e52-737e-8839-251bb91ee394/b64u-MDE5N2QxNzgtOWUxMS03YjIwLWIyOTQtMmY3ZGNkN2FkYmZi.jpeg" data-featurebase-content-filename="0197d178-9e11-7b20-b294-2f7dcd7adbfb" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d178-9e52-737e-8839-251bb91ee394/b64u-MDE5N2QxNzgtOWUxMS03YjIwLWIyOTQtMmY3ZGNkN2FkYmZi.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=3e8a84927bb0392362977752828595706c7b90e0f871b112f8e7bb9856540b07"><ol start="3"><li><p>Tap the current vehicle<br><br></p></li></ol><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-48-25-785_com.easyexpense-edit.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d179-179c-77be-8adc-7e68dc3ea647/b64u-MDE5N2QxNzktMTc3NS03NGEyLTgyMGUtOWQ2ZDkyOGU0Nzk2.jpeg" data-featurebase-content-filename="0197d179-1775-74a2-820e-9d6d928e4796" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d179-179c-77be-8adc-7e68dc3ea647/b64u-MDE5N2QxNzktMTc3NS03NGEyLTgyMGUtOWQ2ZDkyOGU0Nzk2.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=ec658d10adabe2c90dbefe752f4b78d6732914249e128e70fe46bc4492578102"><ol start="4"><li><p>Tap “Add New Vehicle”</p></li><li><p>Enter the vehicle details</p></li><li><p>Tap “Save”</p></li></ol></div></details><details class="details"><summary><strong>To set the default vehicle</strong></summary><div data-type="detailsContent"><p>When editing a vehicle using the steps above, toggle on "Default".</p></div></details></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details></div></details><details class="details"><summary>Editing Vehicles</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Tap any drive<br><br></p><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-03-05-474_com.easyexpense.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d179-ea08-7bbd-8c20-702b0d7d1b4e/b64u-MDE5N2QxNzktZTliNC03ZTI4LTllNTMtM2YwODI5MmI3MTIx.jpeg" data-featurebase-content-filename="0197d179-e9b4-7e28-9e53-3f08292b7121" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d179-ea08-7bbd-8c20-702b0d7d1b4e/b64u-MDE5N2QxNzktZTliNC03ZTI4LTllNTMtM2YwODI5MmI3MTIx.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=5cea0774f1268f6eb09d3ab9b54d2162a5041e317def3f38417406d279f581a4"></li><li><p>Tap the current vehicle<br><br></p><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-53-17-430_com.easyexpense-edit.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d17a-174d-7018-88bd-b0d686fd8e05/b64u-MDE5N2QxN2EtMTcwZS03MDA2LWJiYmMtYzQzNDQyNWEyNjBj.jpeg" data-featurebase-content-filename="0197d17a-170e-7006-bbbc-c434425a260c" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d17a-174d-7018-88bd-b0d686fd8e05/b64u-MDE5N2QxN2EtMTcwZS03MDA2LWJiYmMtYzQzNDQyNWEyNjBj.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=3263aab4c6eede89b62db3d9b0e8a391ec53c96fe19c7e759b39119c0657e776"></li><li><p>Tap "Edit" (next to the search bar)</p></li><li><p>Tap the "&gt;" icon to the right of the vehicle you want to edit</p></li><li><p>Edit the vehicle details</p></li><li><p>Tap "Save"</p></li></ol></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details></div></details><details class="details"><summary>Deleting Vehicles</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Tap any drive<br><br></p></li></ol><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-12-03-05-474_com.easyexpense.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866c673ef5b0fcccb97a89f/0197d17b-b228-782c-8393-654cf89dad9f/b64u-MDE5N2QxN2ItYjFlZC03ZTY3LTk1YWQtMThkYTIzMjk4M2U0.jpeg" data-featurebase-content-filename="0197d17b-b1ed-7e67-95ad-18da232983e4" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866c673ef5b0fcccb97a89f/0197d17b-b228-782c-8393-654cf89dad9f/b64u-MDE5N2QxN2ItYjFlZC03ZTY3LTk1YWQtMThkYTIzMjk4M2U0.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T110000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=97a14f422bdc4ceef0bcb0c78f56da84364e782174185c518ff51fe0e2a30fd0"><ol start="3"><li><p>Tap “Edit”</p></li><li><p>Tap the current vehicle</p></li><li><p>Tap “Edit” (next to the search bar)</p></li><li><p>Tap the trashcan icon next to the vehicle you want to delete</p></li><li><p>Tap “Done”</p></li></ol></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details></div></details><p></p>

Add, Edit, or Delete Vehicles

Feedback

Roadmap

Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

Workspace Settings

Enabling Tax Rates

Search Bar & Filters

Adding Workspaces

Walkthrough Demos

Expenses

Quick Editing Expenses

Email Receipt Forwarding

Manually Add Expenses

Attach Additional Receipts

Delete or Restore Expenses

Bulk Edit Expenses

Transfer an Expense

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

Add a Refund

Split an Expense

When duplicating expenses, they will not be marked as duplicates.

Duplicate an expense

Currency Conversion

Income

Manually Add Income

Vendors, Categories, and Payment Methods

Learn about managing categories in your workspace. Users with the "member" role cannot do certain actions.

Manage Categories

Manage Vendors

Manage Clients

Manage Payment Methods

Filters

Filter transactions or drives

Exporting Data

Exporting Data & Images

Export Types Available

Creating Custom Reports

Import & Syncing Data

Reviewing Imported Transactions

Email Inbox Scanning

Link a Card or Bank Account

Uploading Online Receipts and Screenshots


To help with reconciling transactions, we've made it possible to merge two expense transactions. We appreciate your patience as we're still refining this feature.

Reconciling Transactions

New Transaction Review Rules

Automatic Reconciliation Reports

Drives

Drive distance is calculated by entering a start and end location.

Add, Edit, or Delete Drives

Add, Edit, or Delete Drive Classifications

Set Default Drive Classification

Tracking Mileage

Financials

Financials Summary

You can use Easy Expense as your budget planner to help you track your monthly spending and saving goals.