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Import & Syncing Data

Email Inbox Scanning

Last updated About 1 year ago

Our scanner automatically imports your email receipts into Easy Expense for review. Future emails are imported as they're received and rarely may take up to 24 hours. Imported transactions are not in your workspace yet until they are saved.

Supported Email Providers: Google Mail (Gmail)

For non-Gmail users, create a separate Gmail account to link and forward receipts to it for scanning. Or use email receipt forwarding.

To Link a Gmail account

  1. Tap the gear icon (top-left)

  2. Tap "Connected Accounts"

  3. Tap "Sync Email Receipts"

  4. Tap "Sign in with Google"

After linking, it should say "Pending" and then "Active" for a successful link.

Demo

At the moment, this feature is only available through our Mobile App

Reviewing Email Transactions (Full Guide)

  1. Tap the "Transactions" tab

  2. Tap the "New Transactions" section

  3. Look for an email icon under the vendor name, which indicates an email transaction

  4. Make any changes as desired

  5. Tap "Save"

At the moment, this feature is only available through our Mobile App