Receipts

Receipts stores receipt images and documents. Each receipt can be attached to a transaction.

Adding

Tap Add, then take a photo, choose one from your library (mobile), or choose any file. Optionally add the receipt date, amount, and notes, and attach it to a transaction right away.

Viewing and Attaching

Filter by All / Not attached / Attached. Tap a receipt to open it: images preview in the app, and other files (PDF, HEIC) open in your device's viewer.

Attach to transaction searches the last six months of transactions. Transactions matching the receipt's amount and date are listed first. You can detach a receipt at any time without deleting it.

You can also attach receipts from a transaction's detail screen in Activity or Plan.