<h2 id="67w0eotdqtk" data-toc-id="67w0eotdqtk">Adding a Payment Method</h2><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon (top-left)</p></li><li><p>Tap “Workspace Settings”</p></li><li><p>Scroll down</p></li><li><p>Tap “Payment Method”</p></li><li><p>Tap “Add Payment Method”</p></li><li><p>Enter the card details (last 4 digits is optional)</p></li><li><p>Tap “Save”</p></li></ol><p></p></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 data-type="horizontalRule"><hr></div><h2 id="3ydqeaof3t7" data-toc-id="3ydqeaof3t7">Editing a Payment Method</h2><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon (top-left)</p></li><li><p>Tap “Workspace Settings”</p></li><li><p>Scroll down</p></li><li><p>Tap “Payment Method”</p></li><li><p>Tap the payment method you want to edit</p></li><li><p>Edit it accordingly</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 data-type="horizontalRule"><hr></div><h2 id="30zqa1380iy" data-toc-id="30zqa1380iy">Deleting a Payment Method</h2><p>After deleting a payment method, it will be deleted from all expenses that have that payment method. There is no confirmation when deleting a payment method and it can't be undone.</p><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon (top-left)</p></li><li><p>Tap “Workspace Settings”</p></li><li><p>Scroll down</p></li><li><p>Tap “Payment Method”</p></li><li><p>Tap the unwanted payment method</p></li><li><p>Tap “Delete” and confirm</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><p></p>

Manage Payment Methods

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

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

Financials Summary

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