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.

  1. Open the menu, select Accounts, and then select an account.
  2. Select Transactions.
  3. Select a transaction, and then select Add in the Images section.
  4. Choose the appropriate situation and follow the corresponding steps.
    Situation Steps
    Take a photo
    1. Select Take a Photo.
    2. If asked, give the app permission to use your device's camera. Otherwise, continue to the next step.
    3. Aim your device's camera at the area you want to photograph.
    4. 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.
    5. If iOS®, select Use Photo. If Android™, select Continue.
    Choose from device images
    1. If iOS®, select Choose from Camera Roll. If Android™, select Choose photo.
    2. If asked, give the app permission to access your photos. Otherwise, continue to the next step.
    3. Navigate to the image you want to add.