<details class="details"><summary>Mobile App</summary><div data-type="detailsContent">When you open the Easy Expense dashboard you will see a graph summarizing your monthly income and expenses. You can tap this widget for a detailed breakdown of your transactions. From here you can see all of your expenses summarized by category, all of your logged trips, and your top vendors. <h4 id="b0pcd4x1q8o" data-toc-id="b0pcd4x1q8o">Filtering Your Spending Summary</h4>Make it even easier to review your spending with an assortment of filtering options:<ul><li>Change the month by tapping the date at the top of the screen</li><li>Change the date range by tapping the "Month" filter tab to view quarterly or annual spending</li><li>Scroll through the filter tab to organize spending by<ul><li>user</li><li>report</li><li>category</li><li>payment method</li><li>income type</li><li>client</li><li>trip classification</li><li>attachment </li></ul></li></ul>Tap the filter again to return to the full spending summary</div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">At the moment, this feature is only available through our Mobile App</div></details>

Financials Summary

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

Add, Edit, or Delete Vehicles

Set Default Drive Classification

Tracking Mileage

Financials

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

Adding Budgets

Workspaces

Change Workspace Settings

Teams

Team Guides

Joining a Workspace

Account Settings

Changing Login Email

Cancel your subscription

Refund subscription

What would you like to know?

Help Center

Improved

Fixed

easyexpense

In Review

In Progress

Completed

Duplicate

Considered

Planned

Need Clarification

Open

High Priority

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Main Roadmap

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