Adding an image to a transaction
Want to keep a close eye on your transactions? Use the image feature to keep a visual record of receipts and other information.
- Open the menu, select Accounts, and then select an account.
- Select Transactions.
- Select a transaction, and then select Add in the Images section.
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Choose the appropriate situation and follow the corresponding steps.
Situation Steps Take a photo - Select Take a Photo.
- If asked, give the app permission to use your device's camera. Otherwise, continue to the next step.
- Aim your device's camera at the area you want to photograph.
- If iOS®, select the white button on the capture screen. If Android™, select anywhere in the capture area to take the photo. If you are not satisfied with the image, you can select Retake.
- If iOS®, select Use Photo. If Android™, select Continue.
Choose from device images - If iOS®, select Choose from Camera Roll. If Android™, select Choose photo.
- If asked, give the app permission to access your photos. Otherwise, continue to the next step.
- Navigate to the image you want to add.