Debit & Credit User Guide

Transaction Attachments

Great Way to Keep Your Receipts

Sometimes we purchase things that require receipts for a possible warranty service in the future. In this case it is better to attach required receipts to such transactions in the app. All attachments in Debit & Credit are synced to iCloud and available on all of your devices.

Please note that in the iOS app you can only attach photos or files from Dropbox and iCloud Drive. In macOS, any file expect for a bundled file (e.g. iWork files) can be attached. The limit of 20MB per file applies.

Adding an Attachment In macOS

Select "Extra Options" when creating a new transaction and then click on "+" button:

Debit & Credit Attachments Instructions

Alternatively, you can drag and drop files into "+" button.

Adding an Attachment In iOS

Select "Extra Options" when creating a new transaction and then click on "+" button:

Debit & Credit Attachments Instructions

Alternatively, if you want to use camera to take a picture of a receipt, you can tap on the camera button right from the main page:

Debit & Credit Attachments Instructions

Once you start using attachments, you can view all of your attachments in the gallery, which is available in the app settings.

Related topics: transaction tags, split categories, statement reconciliation.