How to Categorize Individual Receipts in the Web App

Adding a category to a receipt is easy.

  1. Start by clicking on the receipt you want to add a category to.

  2. A window with the receipt image and details will appear. Select the “add category” text on the left side of the receipt window.

  3. Select a category to add from the pop-up menu.

  4. Remove any unwanted categories by clicking the gray “x” on the right side of the category tag, or by unchecking them in the pop-up menu.

  5. Hit the blue “save” button.

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