How to take a photo of a receipt

There are a few ways to add receipts to Moneytree. One way is taking a photo of a receipt through Cloud Safe.

1.On the Expenses view tap the top right corner and tap Cloud Safe.

Screenshot 20180510-173322-2

2.Tap the Camera icon in the bottom right corner.

Screenshot 20180511-143656-2

3.Hold your phone over the receipt and tap the camera icon to take a photo. You can adjust edges, retake photo or take another one.

Screenshot 20180511-143749-2

4.Tap “Done” to save a new photo in Cloud Safe. You can link it to an already existing or a new transaction later on. Moneytree will also automatically check for a matching transaction.

Screenshot 20180511-143806-2

5.One more way to add a receipt is from “Cash Tracking” page. Tap “+” icon in the bottom corner of the page to create a new cash transaction.

Screenshot 20180510-173426-2

6.Tap “Attachment” to add a photo.

Screenshot 20180510-173433-2

7.Tap “Take a Photo” and attach a receipt.

-2


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