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Expenses

Quick Editing Expenses

Last updated About 1 year ago

Scanning a receipt

You can edit your expenses while scanning or adding a receipt

You can quickly edit an expense field by tapping it when scanning a receipt or viewing an expense. We've highlighted the fields below in green that are tappable.


If a receipt is scanned successfully, a receipt preview will appear allowing you to quickly save or edit the receipt.

  1. Open the web app

  2. Click on “Transactions”

  3. Click on “Add transaction”

  4. Upload your receipt (you can also drag and drop the file)

  5. Edit the fields as needed

Viewing an expense

View an expense from the "Transactions" tab by tapping on the expense.

  1. Open the web app

  2. Click on “Transactions”

  3. Click on the expense you want view