How do I record an expense?

There are two ways you can record an expense:

• upload a scan of a receipt or invoice
• add an expense manually

Scan an expense

Use this method to upload a photo of a receipt or invoice. getSoapy will save the image in case you need it again later, and will automatically extract the vendor, date, amount, and each item from the receipt. You can correct anything it misreads before saving.

1. Go to Manage> Expenses.

2. Click the menu icon in the top-right corner and select Scan expense.

3. Select an Account to assign the expense to from the drop-down menu. You can also assign the expense to a Category if you wish. Your accountant will love you for it!

4. Click Upload and select the image of the receipt or invoice.

5. Click Add expense.

6. getSoapy will automatically extract the vendor, date, amount, and each item from the receipt. Here you can edit anything it misreads or enter anything it missed. Once you're happy, click Save.

Add an expense manually

Use this method to enter an expense without a receipt or invoice.

1. Go to Manage> Expenses.

2. Click the menu icon in the top-right corner and select Add expense.

3. Enter the expense details.