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Scan receipts and transaction images
Use the mobile scanner to extract transactions from a receipt, statement, or screenshot, then review each result.
Scanning is available in the mobile app. Choose the image type, capture or select a clear image, provide the account and context, then review every extracted transaction before saving.Keep the merchant, date, and total visible. The scanner can misread a number or merge rows, so the review step matters.
Step-by-step guide
Mobile app walkthrough
This workflow is not available on desktop web. These steps show the supported the mobile app workflow.
1
Open Scan transactions
Open the action menu, choose Scan transactions, and select the image type.
2
Capture a clear image
Keep transaction rows, dates, merchant names, and totals readable. Avoid glare, blur, and cropped edges.
3
Review before saving
Choose the right account and correct every extracted row. Save only rows that match the image.