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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

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.