Quickstart

Traackly turns a photo of a receipt into a filed expense. This page takes you from a new account to your first scanned receipt in a few minutes.

Step 1: Create your account

1. Sign up with your email or with Google.
2. Pick a plan: Starter, Pro or Scale. New Starter accounts get 7 days of Pro features. Compare plans.

Your dashboard opens as soon as your plan is active.

Step 2: Scan your first receipt

1. On your dashboard, click Upload and choose a file. On a phone, tap +, then Take photo or Upload receipt.
2. You can add up to 10 receipts at once.
3. Smart Scan reads the merchant, amount, currency, date and what you bought, then files the expense in a category.

You can upload photos in JPG, PNG, HEIC or HEIF up to 10 MB, and PDF receipts or invoices up to 5 MB. See Smart Scan for the details.

Step 3: Check the details

Open the expense to check what Smart Scan found, and edit anything you like. If a scan fails, retry it once, or simply upload the receipt again.

Step 4: Put Traackly on your phone

Traackly works in your phone's browser. Add it to your home screen so it opens like an app.

• iPhone: open traackly.com in Safari, tap Share (under the ••• menu on newer iPhones), then Add to Home Screen.
• Android: open traackly.com in Chrome, tap the menu, then Add to Home screen or Install app.

Next steps

• No receipt? On Pro and Scale, type or say what you spent with Quick Add.
• Set monthly limits with budgets, and log rent or subscriptions automatically with recurring expenses (Pro and Scale).
• Forward receipts from your inbox with email forwarding (Scale).
• Connect your own tools with the Traackly API (Scale).

See every feature and which plan includes it, or read the FAQ.