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Keep your records organized by attaching receipts directly to transactions. Great for expense tracking, tax prep, and audit trails.

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How to attach a receipt

1

Open the transaction

Go to Banking → Transactions and click on a transaction.
2

Open Notes & Attachments

On the transaction row, click the + icon in the Notes column, or open the three-dot menu and select Notes & Attachments. The Transaction Receipts modal opens.
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3

Upload your file

Drag and drop your file into the upload area, or click browse to select it. Supported formats: JPEG, PNG, WebP, HEIC, PDF — max 10 MB each, up to 10 attachments per transaction. You can also add an optional note (up to 5,000 characters).Click Upload to save.\
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4

Done

The receipt is attached to the transaction. You can view or remove it anytime.

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Why attach receipts?

  • Tax preparation — your accountant can see exactly what each expense was for
  • Audit trail — proof of purchase stored alongside the transaction
  • Organized records — no more digging through email or shoeboxes for receipts
Get in the habit of snapping a photo of receipts and uploading them on the spot. Future-you will thank you at tax time.