Help & FAQ

Receipt photos are private. They are never linked publicly and are only served to you (or your account members) through an authorized, login-checked route.

Your account stays open on the Free plan and nothing is deleted. Every expense you logged stays readable and editable, and you can add up to 25 new expenses a month, up to 300 saved expenses in total. Your income log stays open too, with room for up to 300 entries. Budgets, reports, CSV and tax export, bank imports, and the AI features are on the paid plans; anything you made with them during the trial, such as budgets and imported transactions, is kept and comes back when you upgrade.

Plans are billed monthly or annually through Stripe. Manage your card, invoices, or cancellation from Subscription → Manage billing. Team plans bill per active member.

Yes, on a paid plan. Go to Team, invite by email, and choose a role. Accepting an invite turns your account into an organization and shares its data with members. Free accounts cannot send new invitations, and invitations sent from a Free account can't be accepted until it upgrades, though anyone already on the account keeps their access.

From the Privacy Policy page (or your account settings) you can download a ZIP with a full copy of your records (as JSON) and your receipt files, on any plan, or permanently delete your account and all its data. Paid plans can also export CSV and tax-software files from Reports, and a year of income as a CSV from the Income page.

Open Reports and pick the tax year, or a quarter. The substantiation check lists what is still missing: expenses without a receipt, meals and travel without a business purpose, uncategorized expenses, and drafts waiting for approval. Once those are sorted, the audit binder prints a cover sheet grouped by Schedule C line, then each expense beside its receipt. Reports and the audit binder are on Starter and up.

Use the search box on the Expenses page. It looks through descriptions, notes, and business purposes for the selected tax year; choose All years in the Tax Year menu to search across every year at once. On a very large history, All years shows the 2,000 most recent matches and tells you so. Search works on every plan.

Each drive is valued at the IRS standard mileage rate in force on its date, so back-dated trips and the 2026 mid-year change come out right. The rate used is saved with the drive and printed in the audit binder. If you log a drive before the IRS has published that year's rate, it is valued at the latest rate and updated automatically once the new one is added. Editing a drive keeps its rate unless you change the date; drives logged before September 2026 are priced at their date's rate the first time they are edited. Expenses already marked reimbursed are never changed.

Yes, on every plan. Open Income to record each payment you receive: the date, who paid you, the amount, and any notes. Pick a year to see its entries and total, and edit or remove any entry. Once a year has income, your Snapshot adds a Net profit tile: that year's income minus your business expenses, the same total as your Schedule C summary, so meals count at 50% and charitable giving, health insurance and owner's draws are left out. Income counts in the year of its date, and expenses in the tax year you file them under. In a team account, owners and admins see the whole account's income in the Net profit tile and the CSV. The Free plan holds up to 300 income entries, and paid plans hold more (see Pricing). Paid plans can also export a year of income as a CSV.

Yes, as one shared account. Sign in with the same account in the browser on each person's phone, and every receipt, expense, and budget lands in the same place. There are no bank logins to share; you import CSV statements you download yourself. If you want separate logins with roles for each person, that is what business accounts on the Team plan provide.