<details class="details"><summary>Online Receipts</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><details class="details"><summary><strong>Using the Scanner</strong></summary><div data-type="detailsContent"><ol><li><p>Using your device, screenshot the receipt</p></li><li><p>Tap the blue camera button to start scanning</p></li><li><p>Tap the gallery icon (bottom-left)</p></li><li><p>Tap "Choose from Gallery"</p></li><li><p>Select the desired image</p></li><li><p>Tap "Save"</p></li></ol></div></details><details class="details"><summary><strong>Gmail Inbox Scanning</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon (top-left)</p></li><li><p>Tap "Connected Accounts"</p></li><li><p>Tap "Sync Email Receipts"</p></li><li><p>Link the desired Gmail<br><br></p></li></ol><p>The past 30 days of email receipts and future receipts are imported for <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/5599214-reviewing-imported-transactions">review</a>.</p></div></details><details class="details"><summary><strong>Email Receipt Forwarding</strong></summary><div data-type="detailsContent"><p>Email receipts to <strong>upload@easy-expense.com</strong> from the email linked to your Easy Expense account. <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/7430770-email-receipt-forwarding">Reference Guide</a></p></div></details></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>Email receipts to <strong>upload@easy-expense.com</strong> from the email linked to your Easy Expense account. <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/7430770-email-receipt-forwarding">Reference Guide</a></p></div></details></div></details><details class="details"><summary>Screenshots (from your device)</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><details class="details"><summary><strong>Using the Scanner</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the blue camera button to start scanning</p></li><li><p>Tap the gallery icon (bottom-left)</p></li><li><p>Tap "Choose from Gallery"</p></li><li><p>Select the desired image</p></li><li><p>Tap "Save"</p></li></ol></div></details><details class="details"><summary><strong>Manually via "Add Transaction" (Mobile)</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Transactions" tab</p></li><li><p>Tap "Add Transaction"</p></li><li><p>Tap "Expense"</p></li><li><p>Tap "Attach Receipt"</p></li><li><p>Tap "Choose from Gallery"</p></li></ol></div></details></div></details><details class="details"><summary><strong>Web App (</strong><a target="" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/5763851-attach-additional-receipts"><strong>Full Guide</strong></a><strong>)</strong></summary><div data-type="detailsContent"><p>On the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/transactions">web app</a>, click "Add Transaction" and attach the image to the expense</p></div></details></div></details><details class="details"><summary>PDF Files</summary><div data-type="detailsContent"><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><details class="details"><summary><strong>Email Receipt Forwarding</strong></summary><div data-type="detailsContent"><p>Email PDF file(s) to <strong>upload@easy-expense.com</strong> from the email linked to your Easy Expense account. One email will equal one transaction. <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/7430770-email-receipt-forwarding">Reference Guide</a></p></div></details><details class="details"><summary><strong>Manually via "Add Transaction"</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the "Transactions" tab</p></li><li><p>Tap "Add Transaction"</p></li><li><p>Tap "Expense"</p></li><li><p>Tap "Attach Receipt"</p></li><li><p>Tap "PDF Upload"</p></li></ol></div></details><p></p></div></details><details class="details"><summary><strong>Web App (</strong><a target="" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/5763851-attach-additional-receipts"><strong>Full Guide</strong></a><strong>)</strong></summary><div data-type="detailsContent"><p>On the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/transactions">web app</a>, click "Add Transaction" and attach the PDF to the expense</p></div></details></div></details><p></p>

Uploading Online Receipts and Screenshots

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


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.