Capturing a receipt

Go to Add a receipt (the “Add new receipt” button on your dashboard).

1. On a phone, tap Take photo and confirm the shot. On a computer, drag a file onto the box or click to choose one.
2. The receipt uploads and starts scanning automatically — there’s no separate upload button.
3. When it says Receipt added ✓, open View receipt to review the amount, date, merchant, and category, then save.

Supported files: JPEG, PNG, HEIC, or PDF, up to 25 MB each.