Adding files and notes to transactions are helpful ways to define and track expenses.
Table of Contents
- Adding receipts and attachments on desktop
- Adding notes on desktop
- Adding receipts and attachments on mobile
- Adding notes on mobile
Adding receipts and attachments on desktop
- On desktop, navigate to the transaction you would like to add a receipt and/or attachment to.
- Select > on the transaction line to expand the transaction details.
- Scroll down and select Upload a file.
- Find and select the file to be attached to the transaction.
- This will automatically save to the transaction.
Please Note: You can add up to 3 images on web and mobile.
Adding notes on desktop
- On desktop, navigate to the transaction you would like to add a note to.
- Select > on the transaction line to expand the transaction details.
- Scroll down and locate the Notes text box.
- Type your note details.
- This will automatically save to the transaction.
Please Note: You can add notes to your transaction details and then search for that information later, see a summary of the matching transactions, and download it in a .CSV.
Adding receipts and attachments on mobile
- On mobile, navigate to the transaction you would like to add a receipt and/or attachment to.
- Select the transaction to expand the transactions details.
- Scroll down to Attachments and select Attach a file...
- Take a photo or select existing photo to attach to the transaction.
- This will automatically save to the transaction.
Adding notes on mobile
- On mobile, navigate to the transaction you would like to add a note to.
- Select the transaction to expand the transactions details.
- Scroll down to Notes and select Add notes...
- This will automatically save to the transaction.