Keep your records organized by attaching receipts directly to transactions. Great for expense tracking, tax prep, and audit trails.
How to attach a receipt
Open the transaction
Go to Banking → Transactions and click on a transaction.
Click 'Add Receipt'
In the transaction detail view, click the receipts action.
Upload your file
Upload a photo or document — JPG, PNG, PDF, and other common formats are supported.
Done
The receipt is attached to the transaction. You can view or remove it anytime.
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.
