How to Attach a Receipt to a Transaction

Attaching a receipt to a transaction links the receipt documentation to the financial record. This keeps your records organized and makes it easy to view supporting documents for any transaction.

Why Attach Receipts?

• Maintain documentation for every expense.
• The dashboard shows a receipt indicator icon on transactions that have receipts attached.
• Receipt line items appear in an expandable section on the ledger for quick review.
• Helps with the “Missing Receipt” review queue — transactions with attached receipts won't appear there.

Method 1: Attach from the Receipt Form

1. Open an existing receipt (or create a new one).
2. At the bottom of the receipt form, click Attach to a transaction.
3. A dialog appears listing your existing transactions.
4. Each transaction shows its date, description (or vendor), and amount.
5. Click a transaction to select it (it will be highlighted).
6. Click Attach.

The receipt is now linked to that transaction.

Method 2: Create Transaction from Receipt

When adding a new receipt:

1. Check the Also create a transaction when saving checkbox.
2. Click Save receipt & create transaction.
3. The receipt is saved first, then the transaction form opens pre-filled with receipt details.
4. Complete the transaction form and save.
5. The receipt and transaction are automatically linked.

Viewing Attached Receipts

On the ledger, transactions with receipts show a receipt icon in the Type column. To view the receipt details:

1. Click the expand arrow on the left side of the transaction row.
2. The receipt line items appear in a sub-table.

In the transaction edit dialog, attached receipts appear in the Receipt Attachments section showing the file name and a link to the receipt.

Validation

When a receipt is attached to a transaction, the receipt line items total must match the transaction amount. If there's a mismatch, you'll need to adjust line items or detach the receipt before saving.

Important Notes

• A receipt can be attached to only one transaction at a time.
• If no transactions exist, the attach dialog will display: “No transactions found. Add one from the Income/Expense dashboard first.”