How to link a receipt photo to a transaction

If you would like to attach a receipt photo to a transaction, please follow the steps.


1.On the Balances Card tap “Work” tab to go to the Work Card.

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2.On the Work Expenses card click the Cloud Safe icon in the top left corner.

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3.Tap on a receipt that you want to add a transaction to.

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4.Tap Search Transaction.

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5.You can search for a category, amount or date. If a matching transaction exists, it will come up.

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6.Select the transaction you want to attach to the receipt and tap Done.


7.The matched and verified receipt will automatically be moved to the “Attached” section of Cloud Safe.

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If you still need help with Moneytree, 
or have any questions about the service, please contact [email protected]