Manage Payment Methods
  • 28 Oct 2024
  • 1 Minute to read
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Manage Payment Methods

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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"

IMG_2934 2.png

  1. Enter the payment method details
  2. Tap "Save"

To add a new payment method when editing an expense

  1. Tap the "Transactions" tab
  2. Tap any expense

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current payment method

Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpg

  1. Tap “Add Payment Method”
  2. Enter the payment method details
  3. 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

IMG_2934 2.png

  1. Tap “Edit”
  2. Tap the ">" symbol to the right of the payment method to edit it
  3. Tap “Save”

To edit a payment method when editing an expense

  1. Tap the "Transactions" tab
  2. Tap any expense

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current payment method

Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpg

  1. Tap “Edit”
  2. Tap the ">" symbol to the right of the payment method to edit it
  3. 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

Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

  1. Tap the current payment method

Screenshot_2024-10-28-09-31-04-228_com.easyexpense-edit.jpg

  1. Tap “Edit”
  2. Tap the trashcan icon next to the payment method you want to delete
  3. Tap “Done”

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