<h3 id="p3a0w3m2iy8" data-toc-id="p3a0w3m2iy8">To link a card or bank account</h3><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 "Connected Accounts"</p></li><li><p>Tap "Sync Bank or Card Purchases"</p></li><li><p>Select or search for your bank institution</p></li><li><p>Enter your bank account login details</p></li><li><p>Select the bank accounts you want to sync transactions with</p></li><li><p>Tap "Save"<br><br></p></li></ol><p>After linking a bank account, transactions up to the past 12 months will be synced and available for review in the "Transactions" tab (“New Transactions”). For older transactions, please contact support to import a CSV file of transactions.<br><br>Click [<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/5599214-reviewing-imported-transactions">here</a>] for a guide on reviewing transactions.</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><h3 id="qwrrtq2sxes" data-toc-id="qwrrtq2sxes">To unlink a card or bank account</h3><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon</p></li><li><p>Tap "Connected Accounts"</p></li><li><p>Tap the bank account you want to unlink</p></li><li><p>Tap "Disconnect Account"</p></li><li><p>Tap "Unlink Account"<br><br></p></li></ol><p>Bank transactions in review will be hidden until the bank account is relinked.</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><p></p>

Link a Card or Bank Account

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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

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Email Receipt Forwarding

Manually Add Expenses

Attach Additional Receipts

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Transfer an Expense

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

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When duplicating expenses, they will not be marked as duplicates.

Duplicate an expense

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Filter transactions or drives

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Export Types Available

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Import & Syncing Data

Reviewing Imported Transactions

Email Inbox Scanning

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

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Financials Summary

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