<p>Payment methods are shared across your workspace. Members can pick one but cannot add, edit or delete them, so the steps below need the manager or admin role.</p><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 Methods”</p></li><li><p>Tap “Add Payment Method”</p></li><li><p>Enter the institution and a name. "Last 4" is optional, and lets the app match the card automatically</p></li><li><p>Switch on "Default" to use it for new expenses</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"><ol><li><p>Click the "Settings" tab</p></li><li><p>Click the "Payment Methods" section</p></li><li><p>Click "Add Payment Method"</p></li><li><p>Enter the name, institution and last 4 digits, and assign it to a member if you want</p></li><li><p>Click "Save Payment Method"</p></li></ol></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 Methods”</p></li><li><p>Tap the payment method you want to edit</p></li><li><p>Change the institution, name, "Last 4" or "Default"</p></li><li><p>Tap “Save”</p></li></ol></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><ol><li><p>Click the "Settings" tab</p></li><li><p>Click the "Payment Methods" section</p></li><li><p>Click the payment method row to open its edit window</p></li><li><p>Edit the fields</p></li><li><p>Click "Save Payment Method"</p></li></ol></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. The app asks you to confirm first, but the delete 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 Methods”</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"><ol><li><p>Click the "Settings" tab</p></li><li><p>Click the "Payment Methods" section</p></li><li><p>Click the trash icon next to the payment method you want to delete</p></li></ol></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

Handling duplicate expenses (mobile only)

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.

Adding Budgets

Workspaces

Change Workspace Settings

Account Settings

Changing Login Email

Cancel your subscription

Refund subscription

Teams

Team Guides

Joining a Workspace

Learn how approvals work as a manager or admin. Applies to expenses and expense reports only.