<h2 id="w5b5r88zqqz" data-toc-id="w5b5r88zqqz">Scanning a receipt</h2><p>You can edit your expenses while scanning or adding a receipt</p><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><p>You can quickly edit an expense field by tapping it when scanning a receipt or viewing an expense. We've highlighted the fields below in green that are tappable.</p><p><br></p><img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/68556bd079978b16dc49327d/01978db3-4293-7093-8b36-ce6cdb4e7071/b64u-U2NyZWVuc2hvdF8yMDI1LTA2LTIwLTA5LTE1LTAwLTI5OV9jb20uZWFzeWV4cGVuc2UtZWRpdC5qcGc.jpeg" data-featurebase-content-filename="Screenshot_2025-06-20-09-15-00-299_com.easyexpense-edit.jpg" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/68556bd079978b16dc49327d/01978db3-4293-7093-8b36-ce6cdb4e7071/b64u-U2NyZWVuc2hvdF8yMDI1LTA2LTIwLTA5LTE1LTAwLTI5OV9jb20uZWFzeWV4cGVuc2UtZWRpdC5qcGc.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=f6d9d34fe310b96739c31ccf51221a61cd2a99548456113db8995f3dcd657e28"><p><br>If a receipt is scanned successfully, a receipt preview will appear allowing you to quickly save or edit the receipt.</p></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><ol><li><p>Open the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/workspace">web app</a></p></li><li><p>Click on “Transactions”</p></li><li><p>Click on “Add transaction”<br><br></p><img data-width="75%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/68556bd079978b16dc49327d/01978db3-cc65-7992-8fc7-f0044ee46d2e/b64u-MDE5NzhkYjMtY2M0NS03NjM3LWExOTEtNjNmYTE5YWU2OGVm.png" data-featurebase-content-filename="01978db3-cc45-7637-a191-63fa19ae68ef" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/68556bd079978b16dc49327d/01978db3-cc65-7992-8fc7-f0044ee46d2e/b64u-MDE5NzhkYjMtY2M0NS03NjM3LWExOTEtNjNmYTE5YWU2OGVm.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=73f4bfa6b25681477ff137def862c7657db69d9583e141be41ab204c0fd8965c"></li><li><p>Upload your receipt (you can also drag and drop the file)</p></li><li><p>Edit the fields as needed<br><br></p><img data-width="75%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/68556bd079978b16dc49327d/01978db4-28fc-75c2-905e-ea7e267c8eed/b64u-MDE5NzhkYjQtMjhkOC03NWU3LWE2ZGQtZTcwZTliODMwNTc2.png" data-featurebase-content-filename="01978db4-28d8-75e7-a6dd-e70e9b830576" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/68556bd079978b16dc49327d/01978db4-28fc-75c2-905e-ea7e267c8eed/b64u-MDE5NzhkYjQtMjhkOC03NWU3LWE2ZGQtZTcwZTliODMwNTc2.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=dbf57a1929ddd1d2a398e09d61d916394b787945f1becc8966879f4e2ffd33b2"></li></ol></div></details><h2 id="ko0l2lcw8o3" data-toc-id="ko0l2lcw8o3">Viewing an expense</h2><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><p>View an expense from the "Transactions" tab by tapping on the expense.<br><br></p><img data-width="25%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/68556bd079978b16dc49327d/01978db8-fb17-7c17-bfa1-853a6e983b5c/b64u-MTc1MDQyOTI3Njk1OC5qcGc.jpeg" data-featurebase-content-filename="1750429276958.jpg" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/68556bd079978b16dc49327d/01978db8-fb17-7c17-bfa1-853a6e983b5c/b64u-MTc1MDQyOTI3Njk1OC5qcGc.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=36d358bbdf11d07cea3ed2b9c2d172f07a05ad745dfdf960551d9d3ce00f16c0"><p></p></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><ol><li><p>Open the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/workspace">web app</a></p></li><li><p>Click on “Transactions”</p></li><li><p>Click on the expense you want view<br><br></p></li></ol><img data-width="100%" data-align="left" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/68556bd079978b16dc49327d/01978db9-fbb5-7cee-8473-1f57160da6f4/b64u-MDE5NzhkYjktZmI3ZS03YmFhLWEyZTgtOWRhZWYzMmI2Mjk5.png" data-featurebase-content-filename="01978db9-fb7e-7baa-a2e8-9daef32b6299" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/68556bd079978b16dc49327d/01978db9-fbb5-7cee-8473-1f57160da6f4/b64u-MDE5NzhkYjktZmI3ZS03YmFhLWEyZTgtOWRhZWYzMmI2Mjk5.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260322T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260322%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d902b52dffed21790d1b82baeeb4f359619d2a3655c232de4a30822d72ee1419"></div></details><p></p>

Quick Editing Expenses

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

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

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.