Contents x
      Manage Payment Methods
      • 31 Jul 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Contents

      Manage Payment Methods

      • Updated on 31 Jul 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Article summary

      Adding a Payment Method

      To add a new payment method through the Quick Scan UI

      1. Tap the blue "Scan" button
      2. Scan a receipt until the receipt preview appears
      3. Tap the current payment method
      4. Tap "Add Payment Method"
      5. Enter the payment method details
      6. Tap "Save"

      To add a new payment method when editing an expense

      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the current payment method
      4. Tap “Add Payment Method”
      5. Enter the payment method details
      6. Tap "Save"

      Editing a Payment Method

      To edit a payment method through the Quick Scan UI

      1. Tap the blue "Scan" button
      2. Scan a receipt until the receipt preview appears
      3. Tap the current payment method
      4. Tap “Edit”
      5. Tap the ">" symbol to the right of the payment method to edit it
      6. Tap “Save”

      To edit a payment method when editing an expense

      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the current payment method
      4. Tap “Edit”
      5. Tap the ">" symbol to the right of the payment method to edit it
      6. Tap “Save”

      Deleting a Payment Method

      After deleting a payment method, it will be deleted from all expenses that have that payment method. There is no confirmation when deleting a payment method and it can't be undone.

      To delete a payment method through editing an expense

      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the current payment method
      4. Tap “Edit”
      5. Tap the trashcan icon next to the payment method you want to delete
      6. Tap “Done”
      Was this article helpful?
      What's Next