Getting Started
We've created a simple guide to help you get started with Easy Expense 😊. Please feel free to message in-app support for any questions or concerns!
Teams
Inviting users
Team roles and permissions
Workspaces
Workspaces are unique in terms of data and team members. It's often used to manage multiple businesses or separate expense types (business vs. personal).
Add a new workspace
Adding Expenses
There are multiple ways you can track expenses with Easy Expense.
Scan receipts
Sync bank transactions
Email receipt forwarding
Email inbox scanning (in development)
Manually add transactions
Adding Trips
Auto track trips
Manually add trips
Creating Custom Reports
Custom reports have chosen expenses and are often used for expense reports, reimbursements, labeling, projects, or invoicing.
Add a report
Share a report
Exporting Data
It's ideal to export your data when it's time for taxes or recordkeeping!
Export types available
How to export data
Export receipt images