Review and organize your receipts

A quick review helps keep your receipt records accurate. Open Receipts and select a receipt. After an upload, you can also use Check Details when the app asks you to review information.

Compare the details with the receipt image or original document. Check the Store Name, Amount, and Date. Correct any missing or inaccurate values, and use month, day, and year for the date.

Choose or type a Category that describes the expense. Add optional Tags to make the receipt easier to organize. If you use more than one tag, separate them with commas. Review any suggestions before applying them.

When the details are correct, tap Save and Continue. If the app highlights an issue, update the affected field and save again. If Remember this for next time appears, choose Remember to reuse the setup, or Not now to continue without saving that preference.

Pay attention to review and duplicate warnings. They help you decide what needs checking. In a shared account, a receipt may open as Read Only, depending on your role and who added it. Ask an account administrator if you need help correcting a receipt you can't edit.