<p>Keep track of your work-related drives to maximize your tax return. You can add drives manually or have the Easy Expense app track your drive using GPS Auto Tracking. This feature is only available on our Mobile App</p><p>When tax season arrives, you can export your drives to make it easy to organize your mileage for the year.</p><details class="details"><summary>Auto Tracking</summary><div data-type="detailsContent"><p>Auto Tracking allows for more accurate monitoring by using GPS tracking to log the route you actually take, including detours and pit stops.</p><details class="details"><summary>To Enable Auto Tracking</summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Toggle "Enable Auto Tracking"<br><br>&nbsp;</p><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-13-09-22-757_com.easyexpense-edit.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866ca69876eafd7c22ed507/0197d187-4116-7bc3-bdf4-7158dfb83e3f/b64u-MDE5N2QxODctNDBkYy03YTZlLTkyYzYtOGM4ZWU4ZTQyMTU4.jpeg" data-featurebase-content-filename="0197d187-40dc-7a6e-92c6-8c8ee8e42158" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866ca69876eafd7c22ed507/0197d187-4116-7bc3-bdf4-7158dfb83e3f/b64u-MDE5N2QxODctNDBkYy03YTZlLTkyYzYtOGM4ZWU4ZTQyMTU4.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T080000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=399babcb5126edff0c5f7440d0d3c336129fafda6e9a70b58eee731ea8c40ca4"></li><li><p>Change the app's location permission to "Always"</p></li><li><p>Start driving</p></li></ol></div></details><details class="details"><summary>Reviewing Auto Track Drives</summary><div data-type="detailsContent"><p>With Auto Track enabled, the Easy Expense app will detect when you start driving and automatically log your drives. These drives are not immediately added to your "Drives" tab. Instead, they are stored for you to review at your convenience, much like transactions from <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/articles/0723398-link-a-card-or-bank-account" data-organization-id="62ed70c5e1324933e4fcfa1f" data-help-center-id="k7xxwzjiuuomh3bx" data-slug="0723398-link-a-card-or-bank-account" data-article-id="0723398" data-locale="en" data-hash="">synced bank accounts</a> or <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/articles/2252607-email-inbox-scanning" data-organization-id="62ed70c5e1324933e4fcfa1f" data-help-center-id="k7xxwzjiuuomh3bx" data-slug="2252607-email-inbox-scanning" data-article-id="2252607" data-locale="en" data-hash="">synced emails</a>.</p><details class="details"><summary>To Review Your Drives</summary><div data-type="detailsContent"><ol><li><p>Tap the "Drives" tab</p></li><li><p>Tap "New Drives"<br><br>&nbsp;</p><img data-width="25%" data-align="left" alt="Screenshot_2024-10-28-13-20-23-017_com.easyexpense.qa.jpg" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/6866ca69876eafd7c22ed507/0197d187-db2d-7d09-bf97-9c79ad099073/b64u-MDE5N2QxODctZGFlOS03MzFiLTgwODMtNTg5OTk4Mjg1NDJk.jpeg" data-featurebase-content-filename="0197d187-dae9-731b-8083-58999828542d" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/6866ca69876eafd7c22ed507/0197d187-db2d-7d09-bf97-9c79ad099073/b64u-MDE5N2QxODctZGFlOS03MzFiLTgwODMtNTg5OTk4Mjg1NDJk.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T080000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=45eee9b2ab4940a090964b39e4ba0e7ec803e929740c3a82d1e26bfe61fb7742"></li><li><p>Edit drive details if needed</p></li><li><p>Tap "Save"<br><br></p></li></ol><p>You can also skip or delete a drive review. Deleted drive reviews cannot be restored</p></div></details></div></details></div></details><details class="details"><summary>Exporting Mileage Reports</summary><div data-type="detailsContent"><p>Whenever you require a summary of your drives, you can export a mileage report as a CSV file. Mileage reports are available for monthly, quarterly, annual, all-time, or custom date ranges.</p><details class="details"><summary>To Export Mileage Reports</summary><div data-type="detailsContent"><ol><li><p>Tap the "Dashboard" tab or tap the gear icon</p></li><li><p>Tap "Download Data"</p></li><li><p>Select "Excel/CSV"</p></li><li><p>Tap "Export"</p></li><li><p>Select "Drives as Excel/CSV"</p></li><li><p>Tap "Range" to select the date range</p></li><li><p>Tap "Advanced Options" to include archived (deleted) drives or to split the data by user</p></li><li><p>Tap "Export"</p></li></ol></div></details><details class="details"><summary>Exporting Expense Reports</summary><div data-type="detailsContent"><p>You can also download a PDF copy of your expense report for the month, quarter, year, or custom date range. All drives added during this period will appear on the expense report under the "Trips" heading.<br></p><h4 id="mwkmrm5c6p7" data-toc-id="mwkmrm5c6p7">To Export a PDF Expense Report</h4><ol><li><p>Tap the "Dashboard" tab or the gear icon</p></li><li><p>Tap "Download Data"</p></li><li><p>Tap "Report/Invoice"</p></li><li><p>Tap "Range" to select your date range</p></li><li><p>Tap "Download or Share"</p></li><li><p>Select how you would like to receive the report (via email, a share link, or by downloading to your device)</p></li></ol></div></details></div></details><p></p>

Tracking Mileage

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

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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

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Manually Add Income

Vendors, Categories, and Payment Methods

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Manage Categories

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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

Add, Edit, or Delete Vehicles

Set Default Drive Classification

Financials

Financials Summary

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