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 any file except for a bundled file (e.g. iWork files) can be attached. The limit of 50MB 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

If you want to add files an existing transaction, you can drag and drop them into a transaction itself.

Adding an Attachment In iOS

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

Debit & Credit Attachments Instructions

You will be presented with a list of available file sources. The document scanner (requires iOS 11) is one of them and it is a great tool to attach receipts. Compared to the regular camera mode for adding new files, the scanner automatically crops photos for you and optionally makes them black and white. Using the scanner makes your receipts 4-5 times smaller in file size.

There is also a shortcut for the last used mode (the scanner or the regular camera) right on the main page:

Debit & Credit Attachments Instructions

If you want to add files an existing transaction, you can drag and drop them into a transaction itself. This feature is available only for iPad in iOS 11.

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.