Applies to: Phone
How to edit an expense
Open any saved expense from your history and tap Edit to update any field, including amount, category, merchant, tax, tip, attachments, and trip link.
Prerequisites
- You must be signed in.
- The expense must already exist in your history.
Steps
- 1
Open the Expenses tab
Tap "Expenses" in the bottom navigation bar.
- 2
Find the expense
Scroll through your expense history or use the search and filter tools to locate the expense you want to edit.
- 3
Open the expense detail
Tap the expense row to open its detail view.
- 4
Tap Edit
Tap the "Edit" button (pencil icon) in the top-right corner to enter edit mode.
- 5
Update fields
Change any field — amount, currency, category, business/personal, merchant, notes, payment method, card last 4, receipt number, tax, tip, subtotal, discount, fees, attendees, reimbursable status, vehicle, line items, trip link, or attachments.
- 6
Save changes
Tap "Save" to apply your changes. The expense history updates immediately.
Expected results
- All updated fields are reflected in the expense detail and in any reports that include this expense.
- The grand total recalculates automatically if you change amount, tax, tip, fees, or discount.
Important notes
- Editing is only available in the iOS app. The web interface is view-only.
- Changing the amount or tax/tip/fees/discount fields will recalculate the grand total on save.
Related articles
- How to add an expense · Expense management
- How to delete an expense · Expense management
- How expense totals are calculated · Expense management
- Attaching receipts to an expense · Expense management
- Linking an expense to a trip · Expense management
Still stuck? Contact support or browse Expense management.