How to upload a receipt

After making a purchase, the Budgetly app will prompt you to upload a receipt. One of the app's key features is its simple receipt upload process. This guide provides easy steps to help you attach a receipt to a transaction.

Tip: Before uploading receipts, ensure you have downloaded the Budgetly mobile app

How to upload a receipt

Open the Budgetly mobile app.
Go to the Transactions tab and tap the relevant transaction.
Tap Add Receipt.
Choose one of the following options:
- Take a Photo: Capture an image of your receipt, ensure it is clear and readable.
- Upload from Gallery: Select an image from your device.

Confirm and wait for the receipt upload to complete.

Note: Budgetly accepts receipt uploads in the following file formats: .jpeg, .jpg, .png, and .pdf.

If your company is on our Premium plan, your GST will be automatically extracted. If not, you can manually add it.