Expenses
Make expense tracking an everyday habit
Capture the receipt, check the details and keep your categories consistent.
Record it while you remember
Add the date, description and amount soon after a purchase. Attach the receipt so you can return to the source document when you need to check a detail.
Review extracted details
If you use photo reading, check the suggested date, year, amount and category before saving. A faded receipt or a missing year can need a manual correction.
Review one month at a time
Open the monthly expense report and look at the category breakdown. Consistent categories make it easier to understand which costs are recurring and which purchases were occasional.