<details class="details"><summary>Mobile App</summary><div data-type="detailsContent">After linking a bank account or Gmail, transactions can be reviewed from the "Transactions" tab ➜ "New Transactions". Transactions in review must be saved to appear in the workspace or exports. <img data-width="25%" data-align="left" alt="TransactionReview.png" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685c226a67c07a56640ba4c6/0197a7e6-f4da-741a-93ac-75ea03da44b2/b64u-MDE5N2E3ZTYtZjRiNy03NWM5LWEzNzAtODcxMzI2ZWVlZDcx.png" data-featurebase-content-filename="0197a7e6-f4b7-75c9-a370-871326eeed71" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685c226a67c07a56640ba4c6/0197a7e6-f4da-741a-93ac-75ea03da44b2/b64u-MDE5N2E3ZTYtZjRiNy03NWM5LWEzNzAtODcxMzI2ZWVlZDcx.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=14c16e5df16e5d010bbf1d76485a5f5b179e504f7a4db57ec83a9ad22db7bf32"><details class="details"><summary>When Do New Transactions Appear?</summary><div data-type="detailsContent"><ul><li>Bank transactions will appear within 1-2 days after being posted in the bank (no longer pending) and rarely, may take up to 7 days. As only 500 transactions are loaded at a time, please review more transactions if new ones are not appearing. Customer support can also clear up to a certain date of transactions for you.</li><li>Gmail (email receipts) are synced after receiving them or after 24 hours.</li><li>Email receipt forwarding are synced within a few minutes after sending them. A success email will be sent to you.</li></ul></div></details><details class="details"><summary>How to Review Transactions</summary><div data-type="detailsContent"><img data-width="100%" data-align="left" alt="ReviewTxn.gif" data-featurebase-content-key="62ed70c5e1324933e4fcfa1f/article/685c226a67c07a56640ba4c6/0197a7e7-ee27-76e3-bac8-e9ffb340f61f/b64u-MDE5N2E3ZTctZWUyNi03YjA4LWJiNmMtYWJmMTQxOTZiYWMx.gif" data-featurebase-content-filename="0197a7e7-ee26-7b08-bb6c-abf14196bac1" src="https://62ed70c5e1324933e4fcfa1f.featurebase-attachments.com/c/article/685c226a67c07a56640ba4c6/0197a7e7-ee27-76e3-bac8-e9ffb340f61f/b64u-MDE5N2E3ZTctZWUyNi03YjA4LWJiNmMtYWJmMTQxOTZiYWMx.gif?X-Amz-Expires=3600&amp;X-Amz-Date=20260205T090000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260205%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7ba936ff81b21a13ac3c3a30d03124ed8002f9005f33395482a9207337558a18"> Tap the "Transactions" or "Dashboard" tab<ol><li>Tap the "New Transactions" section</li><li>Tap any field to make any changes or attach receipts as desired</li><li>Tap "Save" to save the transaction OR b. Tap "Skip" to go to the next transaction OR c. Tap "Delete" to delete the transaction from review</li></ol><ul><li>Any changes (includes images) will be discarded after leaving the review, unless the transaction is saved.</li></ul></div></details></div></details><details class="details"><summary>Web App</summary><div data-type="detailsContent">Currently, you can only save forwarded email receipts on the web app. Transactions imported from the Email Scanner or from your bank/card need to be reviewed on the mobile app.<ol><li>Open the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://app.easy-expense.com/workspace">web app</a></li><li>Click on “Transactions”</li><li>Click on “Email Receipts Ready for Review” bellow the “Transactions” title</li><li>Edit any field to make any changes or attach receipts as desired</li><li>Click "Save Expense" to save the transaction OR Tap "Delete Expense" to delete the transaction from review</li></ol></div></details>

Reviewing Imported Transactions

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

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.