Spending & imports
Log everyday purchases, manage categories, review receipts and import existing records.
Log a one-time expense
Record an everyday purchase on Spending, separately from a recurring bill.
Find a recorded purchase
Use Spending to search and filter one-time expenses, then open the right record before correcting it.
Manage your spending categories
Add, edit, archive or restore categories in Settings → Categories. Use the same category names consistently across bills and everyday spending.
Review a captured receipt
When receipt capture is available, capture or enter a receipt and review it before confirming an expense.
Import a list of bills or expenses
Use Settings record import for PDF, XLS, XLSX or CSV files. Review the proposed bills and expenses before adding selected rows.
Manage merchant names and category rules
Choose how future purchases from a merchant are named and categorized without rewriting past expenses.
Forward and review bank purchase alerts
Bring purchase-alert emails into Spending, then choose what needs review and which merchants you trust to auto-add.
Resume a statement and change its dates
Find imported statements together, finish pending decisions and adjust the review window without uploading again.
Import purchases from a statement
On Spending, upload a PDF, screenshots or CSV, or paste CSV text. Review the columns, dates and each transaction before adding it to your ledger.