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Adding Receipts through web

Adding receipts to your transactions is pretty easy! You can do it via the app or through a web browser. Here's how to add receipts through web:

  1. Go to Transactions page.
  2. Choose Add receipt from the drop-down menu on the top right of the page.
  3. Drag /browse receipts from your computer.
  4. Select Upload.
  5. Receipt will be pending normally for 24 hours. The system finds a possible match to the receipt. If it can't find any, a Needs Action notification appears on the account.
  6. Select Needs Action to review the receipt.

You can either attach receipts before the transaction be downloaded from the bank or attach them to existing transaction in the account.