> ## 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.

# Transaction Receipts

> Attach receipt photos and documents to your transactions for record-keeping.

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

## How to attach a receipt

<Steps>
  <Step title="Open the transaction">
    Go to **Banking** → **Transactions** and click on a transaction.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/r3o7zKskHBVEjZIt/images/image-11.png?fit=max&auto=format&n=r3o7zKskHBVEjZIt&q=85&s=590c6cf9a648b98510650816464719d5" alt="Image" width="266" height="228" data-path="images/image-11.png" />
    </Frame>
  </Step>

  <Step title="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.\\

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/r3o7zKskHBVEjZIt/images/image-12.png?fit=max&auto=format&n=r3o7zKskHBVEjZIt&q=85&s=61ba0959a8d04847220a0e5894a868da" alt="Image" width="1004" height="1024" data-path="images/image-12.png" />
    </Frame>
  </Step>

  <Step title="Done">
    The receipt is attached to the transaction. You can view or remove it anytime.
  </Step>
</Steps>

## 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

<Tip>
  Get in the habit of snapping a photo of receipts and uploading them on the spot. Future-you will thank you at tax time.
</Tip>