How To Scan Invoices & Receipts

• written by Perjan Duro
How To Scan Invoices & Receipts

In this tutorial, we are going to learn how we can scan invoices, receipts and photos and attach them to our transactions. This grants you more control over your finances and a clearer Overview.

Here's step-by-step guide on how to do it

  1. Tap the floating "+" button in the Overview
  2. Switch between "Expense", "Income" or "Transfer" via the segmented control at the top
  3. Add the amount, select the account and category like you normally do when adding a new transaction or the sender and receiver accounts for a transfer
  4. Tap the "᠁" icon on the top right side
  5. Tap inside the "Attachment" card
  6. In the menu that appears:
    • Select "Scan Document" if you want to scan a receipt or take a photo of it
    • Select "Document Picker" if you want to attach a .jpg, .png or .pdf file
    • Select "Photo Library" if you want to select a photo from your gallery
  7. Tap "Save" to save the transaction or transfer
  8. Congratulations! You just attached a invoice/receipt to your transaction

Note: The video tutorial shows an older version of the MoneyCoach UI, but the flow is exactly the same.

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