Manage Payment Methods
- 28 Oct 2024
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Manage Payment Methods
- Updated on 28 Oct 2024
- 1 Minute to read
- Print
- DarkLight
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Adding a Payment Method
To add a new payment method through the Quick Scan UI
- Tap the blue "Scan" button
- Scan a receipt until the receipt preview appears
- Tap the current payment method
- Tap "Add Payment Method"
- Enter the payment method details
- Tap "Save"
To add a new payment method when editing an expense
- Tap the "Transactions" tab
- Tap any expense
- Tap the current payment method
- Tap “Add Payment Method”
- Enter the payment method details
- Tap "Save"
Editing a Payment Method
To edit a payment method through the Quick Scan UI
- Tap the blue "Scan" button
- Scan a receipt until the receipt preview appears
- Tap the current payment method
- Tap “Edit”
- Tap the ">" symbol to the right of the payment method to edit it
- Tap “Save”
To edit a payment method when editing an expense
- Tap the "Transactions" tab
- Tap any expense
- Tap the current payment method
- Tap “Edit”
- Tap the ">" symbol to the right of the payment method to edit it
- 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
- Tap the "Transactions" tab
- Tap any expense
- Tap the current payment method
- Tap “Edit”
- Tap the trashcan icon next to the payment method you want to delete
- Tap “Done”
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