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Frequently Asked Questions

Find answers to common questions about the Receipt Tracker app.

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Common Help Topics

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Getting Started

  • How to create your account

    Creating an account with Receipt Tracker is simple:

    1. Click on the "Register" button in the top right corner of the homepage
    2. Fill out the registration form with your name, email address, and password
    3. Check the box to agree to our terms and conditions
    4. Click "Register" to create your account
    5. You'll receive a verification email - click the link to verify your account

    Once verified, you can log in and start tracking your receipts immediately.

  • Setting up your profile

    To set up your profile:

    1. Log in to your account
    2. Click on your name in the top right corner
    3. Select "Profile" from the dropdown menu
    4. Fill in your personal information (address, phone number, etc.)
    5. Upload a profile picture (optional)
    6. Set your currency preferences
    7. Click "Save Changes" to update your profile

    Keeping your profile up-to-date ensures that your receipt reports are properly formatted with your correct information.

  • Installing the mobile app

    Receipt Tracker has mobile apps for both iOS and Android devices:

    • For iOS: Download from the Apple App Store
    • For Android: Download from the Google Play Store
    • Log in with your existing account credentials
    • All your data will sync automatically between web and mobile

    The mobile app allows you to track receipts on the go, take photos of receipts, and create receipt reports directly from your smartphone or tablet.

Receipt Submission

  • How to submit a new receipt

    To submit a new receipt:

    1. From your dashboard, click the "+ New Expense" button
    2. Fill in the receipt details:
      • Amount
      • Date
      • Category
      • Description
    3. Select the payment method used
    4. Choose a contact if the receipt is related to someone (optional)
    5. Upload a receipt image (recommended)
    6. Add any additional notes
    7. Click "Save" to submit the receipt

    Tip: You can also create recurring receipts for bills that happen regularly by checking the "Recurring" option and setting up the frequency.

  • Attaching photos to receipts

    There are several ways to attach photos to your receipts:

    • Web Upload: When creating or editing a receipt, click the "Upload Receipt" button to select an image from your computer
    • Mobile App: Take a photo of your receipt directly using the app, or select an existing image from your photo gallery
    • Email Forward: Forward email receipts to your unique receipt email address (found in your profile settings)

    Supported file formats:

    • JPG / JPEG
    • PNG
    • PDF
    • HEIC

    Maximum file size: 10MB per receipt

  • Tracking submission status

    To track the status of your submitted receipts:

    1. Go to the "Expenses" section in the main navigation
    2. By default, you'll see all your receipts with their current status
    3. Look for the status indicator next to each receipt:
    Draft
    Saved but not submitted
    Pending
    Submitted and awaiting review
    Approved
    Receipt has been approved
    Rejected
    Receipt has been rejected
    Reimbursed
    Payment has been processed
    1. Click on any receipt to view more details, including any reviewer comments

    Tip: You can filter receipts by status, date range, or category to find specific submissions.

Managing Contacts

  • Adding a new contact

    To add a new contact:

    1. Navigate to the "Contacts" section in the main menu
    2. Click the "+ New Contact" button
    3. Fill in the contact's details:
    • Name (required)
    • Email address
    • Phone number
    • Company name
    • Contact type (client, vendor, personal, etc.)
    • Notes
    1. Click "Save Contact"

    Once added, the contact will be available to select when creating or editing receipts.

  • Editing contact information

    To edit an existing contact:

    1. Go to the "Contacts" section
    2. Find the contact you wish to edit in the list
    3. Click the edit (pencil) icon next to their name
    4. Update any information as needed
    5. Click "Save Changes" to update the contact

    All receipts previously associated with this contact will automatically reflect any changes to their name or other details.

  • Removing a contact

    To remove a contact from your account:

    1. Go to the "Contacts" section
    2. Find the contact you wish to remove
    3. Click the delete (trash) icon
    4. Confirm the deletion when prompted

    Important:

    Removing a contact doesn't delete any receipts associated with them. The contact name will still appear on historical receipts, but you won't be able to select them for new receipts unless you add them again.

Account Settings

  • Updating your password

    To change your password:

    1. Click on your profile picture or name in the top right corner
    2. Select "Account Settings" from the dropdown menu
    3. Go to the "Password" tab
    4. Enter your current password
    5. Enter your new password twice to confirm
    6. Click "Update Password"

    Password requirements:

    • At least 8 characters long
    • Include at least one uppercase letter
    • Include at least one number
    • Include at least one special character
  • Changing notification settings

    To adjust your notification preferences:

    1. Go to your "Account Settings"
    2. Select the "Notifications" tab
    3. You can customize notifications for different channels:
    • Email notifications
    • Mobile push notifications
    • In-app notifications
    1. Toggle on/off each type of notification you want to receive
    2. Click "Save Changes"

    You can choose to be notified about new features, receipt due dates, report summaries, budget alerts, and more.

  • Managing your subscriptions

    To manage your subscription plan:

    1. Go to "Account Settings"
    2. Select the "Subscription" tab
    3. View your current plan and available options
    4. Click "Upgrade" or "Change Plan" to see all available plans
    5. Select your desired plan
    6. Confirm your billing information
    7. Click "Confirm Change"

    When upgrading: The new charges will be prorated for the remainder of your billing cycle.

    When downgrading: The new plan will take effect at the end of your current billing period. You can view your next billing date in the Subscription tab.

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