<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

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

Reviewing Imported Transactions

Email Inbox Scanning

Uploading Online Receipts and Screenshots

Handling duplicate expenses (mobile only)

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.

Adding Budgets

Workspaces

Change Workspace Settings

Account Settings

Changing Login Email

Cancel your subscription

Refund subscription

Teams

Team Guides

Joining a Workspace

Learn how approvals work as a manager or admin. Applies to expenses and expense reports only.