How to proceed
- 1Create items individually, from a quick template, or from a saved list. Check quantity, category, store, and estimated price.
- 2Mark items complete only after shopping. Budget and estimates are planning aids, not confirmed payments.
- 3For receipt scanning, check store, items, quantities, amount, currency, and payment method. Correct or remove unsuitable suggestions.
- 4Only after review select Transfer to Finance and confirm the created expense. Open Finances to change its status or category.
Important
Scanning can be incomplete or wrong. Transfer creates a finance entry, never a payment or bank-data change.