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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!


Inviting users

Team roles and permissions


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