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My Transactions

The My Transactions module is a fundamental component of the ExpensePoint expense management system. It provides users with a central hub for recording, managing, and tracking financial transactions, whether these come through integrations with financial institutions or are entered manually.

 

Setting Up Transactions

  • Credit Card Integration: If you have set up credit card integrations during onboarding, your transactions will automatically appear in the My Transactions list.

  • Plaid Integration: If you don’t have credit card integration, you can still enable transaction feeds by setting up Plaid.

  • Scheduled File Imports: You can also automate transaction uploads by scheduling file imports into ExpensePoint.

 

Notifications

Every time a new transaction is imported, you will receive both a push notification and an email alert.

 

Managing Transactions

  • To access your transactions, navigate to the My Transactions module via the Expense tab in the bottom navigation menu.
    My Transactions tab in the Expense module in the ExpensePoint mobile app

  • The module displays all credit card transactions that have been fed through your integrations.

  • If you have no integrations or transactions uploaded yet, the transaction list will appear blank.
    Blank list in My Transactions window
    Once you start getting transactions, they will appear in the list.
    My Transactions window with transactions in the list

  • If you do not have any integrations, you can manually create a template to upload your financial transactions into the system.

  • You can quickly create an expense from any transaction by swiping the transaction line item to the right and tapping the Create Expense button.

 

Matching Receipts and Transactions

  • When a receipt’s details (vendor name, date, total, taxes) match a transaction, the Verify Match button will appear on the transaction.

  • It may take up to 24 hours for the system to identify matches from integration data.

  • The OCR Receipt Reader may not always capture receipt information perfectly; matches with over 80% accuracy are considered a true match.

  • In the Receipt Wallet, receipts with matching transactions will be labelled with Verify Match.

 

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