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Vendors, Categories, and Payment Methods

Manage Payment Methods

Last updated About 1 month ago

Payment methods are shared across your workspace. Members can pick one but cannot add, edit or delete them, so the steps below need the manager or admin role.

Adding a Payment Method

  1. Tap the gear icon (top-left)

  2. Tap “Workspace Settings”

  3. Scroll down

  4. Tap “Payment Methods”

  5. Tap “Add Payment Method”

  6. Enter the institution and a name. "Last 4" is optional, and lets the app match the card automatically

  7. Switch on "Default" to use it for new expenses

  8. Tap “Save”

  1. Click the "Settings" tab

  2. Click the "Payment Methods" section

  3. Click "Add Payment Method"

  4. Enter the name, institution and last 4 digits, and assign it to a member if you want

  5. Click "Save Payment Method"

Editing a Payment Method

  1. Tap the gear icon (top-left)

  2. Tap “Workspace Settings”

  3. Scroll down

  4. Tap “Payment Methods”

  5. Tap the payment method you want to edit

  6. Change the institution, name, "Last 4" or "Default"

  7. Tap “Save”

  1. Click the "Settings" tab

  2. Click the "Payment Methods" section

  3. Click the payment method row to open its edit window

  4. Edit the fields

  5. Click "Save Payment Method"

Deleting a Payment Method

After deleting a payment method, it will be deleted from all expenses that have that payment method. The app asks you to confirm first, but the delete can't be undone.

  1. Tap the gear icon (top-left)

  2. Tap “Workspace Settings”

  3. Scroll down

  4. Tap “Payment Methods”

  5. Tap the unwanted payment method

  6. Tap “Delete” and confirm

  1. Click the "Settings" tab

  2. Click the "Payment Methods" section

  3. Click the trash icon next to the payment method you want to delete

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