TrulySmall

Adding your expenses and receipts is easy regardless of which method you use in TrulySmall Expenses. You can save expenses in any of the following ways:

Scan a receipt with automatic recognition

- Connect a bank account
- Scan a receipt with automatic recognition
- Add an expense manually

Method 1 - Connect a bank account

Connecting your bank or credit card accounts removes the risk of input errors and increases accuracy. You will also benefit from having your expenses automatically categorized and sorted.

To start, go to the Home page and select Connect Your Bank.

1. To start, go to the Home page and select Connect Your Bank.

2.  Search for your banking institution and enter your credentials.

3.  View your expenses on the home screen and click on them to get more details.

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Method 2 - Scan a receipt with automatic recognition

With the use of OCR technology, each receipt you upload will be scanned and automatically converted into an expense ready for you to review or edit.

Go to the Home page and select Add An Expense.

Next, scan your receipt by taking a picture.

As an alternative, you can also scan receipts stored locally on your device. Simply select the folder icon located next to the camera capture button.

Review the expense information that was automatically copied from the receipt and make any edits if needed.

Lastly, scroll down and select Save Expense to save the expense and receipt attachment.

1. Go to the Home page and select Add An Expense.
 
 
 
2. Next, scan your receipt by taking a picture.
 
 
 As an alternative, you can also scan receipts stored locally on your device. Simply select the folder icon located next to the camera capture button.
 
 
 
3. Review the expense information that was automatically copied from the receipt and make any edits if needed.
 
 
 
4. Lastly, scroll down and select Save Expense to save the expense and receipt attachment.

Method 3 - Add an expense manually

Adding an expense manually only requires a few actions to complete.

To start, go to the Home page and select Add An Expense.

Next, select the pencil icon located on the top right corner.

 Enter all of the required expense details such as the merchant, date, category and payment method.

Allocate any taxes to track them in the application.

1. To start, go to the Home page and select Add An Expense.
 
 
 
2. Next, select the pencil icon located on the top right corner.
 
 
3. Enter all of the required expense details such as the merchant, date, category and payment method.
 
 
 
4. Allocate any taxes to track them in the application.

5. You can add notes or attachments if needed. Once you are done, click on Save Expense.

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Are you enjoying TrulySmall Expenses? You can share the link to the TrulySmall Expenses app with friends, family, colleagues—anyone, really—via the Invite Friends tab. Once you hit Share, a link to our website will be copied to your clipboard for you to share as much or as little as you'd like. After all, sharing is caring!