Walkthrough Demos
  • 14 Jan 2025
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Walkthrough Demos

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Article summary

Getting Started

Expenses

  1. Scan Receipts / Quick Editing

  2. Email Receipt Forwarding

  3. Bulk Editing Expenses

  4. Adding a Separate Refund or Credit Expense

Trips

  1. Manually Add a Trip


Workspaces

Workspaces are generally used to separate expense types (business vs. personal), or for managing multiple businesses or clients.

  1. Add New Workspace (for multiple expense types or businesses)

  2. Invite / Add Members

  3. Hide Payment Methods (make members see only their own payment methods)

  4. Join a Workspace via "Share Link"

  5. Join a Workspace via Email Invite

  6. Change The Workspace Name


Sync Bank Transactions

Automatically sync and download bank transactions up to the past 12 months (depends on your bank)

  1. Link a Bank Account

  2. Review Bank Transactions

  3. Resolving "Account Disconnected"


Sync Email Receipts

Automatically scan your email's inbox for digital receipts.

  1. Link a Gmail account


Manage Categories / Vendors / Payment Methods

  1. Add Category when Editing an Expense (applies to vendors & payment methods)
    Add Category via Category Filter

  2. Edit Category when Editing an Expense (applies to vendors & payment methods)

  3. Set Category to Tax-Deductible

  4. Set a Default Payment Method

  5. Delete Category when Editing an Expense (be careful - no delete confirmation; applies to vendor & payment methods)


Custom Expense Reports

  1. Create a Custom Report


Exporting Data

To get to the export screen: tap the "Dashboard" tab (bottom-left) ➜ tap "Download Data"

Available export filters: User, Total, Report, Vendor, Category, Payment Method, Income Category, Client, Drive Class, Vehicle, Location, Has Receipts, Missing Receipts, Tax-deductible, Nondeductible

To exclude receipt images: Tap “Advanced Options” ➜ Uncheck “Download Images”

To exclude or only export certain transaction types (e.g., tax-deductible only, trips, income, expenses, etc.)

  1. Tap the “Dashboard” tab (bottom-left)

  2. Tap “Download Data”

  3. Tap the desired export type

  4. Tap “Filters”

  5. Scroll down and uncheck the transactions you want to exclude (E.g., “Nondeductible”, “Include Income”, “Include Trips”)

  6. Tap “Apply Filters”

  7. Tap the blue export button

Exporting data on older app versions

Report PDF (receipt images included)

  1. by custom date range

  2. by month

Summary PDF

  1. by year

Excel/CSV

  1. with receipt image files

  2. by all time


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