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Transaction Receipts

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

Click 'Add Receipt'

In the transaction detail view, click the receipts action.
3

Upload your file

Upload a photo or document — JPG, PNG, PDF, and other common formats are supported.
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.