How to Create an AI Expense Transaction in the Balabook Mobile App

  1. Log in to the Balabook mobile app.
  2. Tap 'Expenses' from the bottom navigation menu.
  3. Tap the '+ Scan' button located in the bottom-right corner of the screen.
  4. Take a photo of your receipt.
  5. Once the image is uploaded successfully, an expense transaction is created automatically.
  6. To verify the information is correct, or to add or edit any details, tap on the receipt. You can edit the date, amount, account, and category, and add notes. Once you have verified the transaction details, you can mark the receipt as reviewed by tapping the Mark as reviewed button.
  7. Tap 'Save'.

Written by

Alexandra Kyriacou