Transactions

Managing Expenses

Viewing Your Purchases

All your scanned and manually entered purchases appear on the Home screen in chronological order. Each purchase displays:

• • Merchant Name: Where the purchase was made
• • Total Amount: In your selected currency
• • Date: When the purchase occurred
• • Receipt Image: Thumbnail of the original receipt (if scanned)
• • Item Count: Number of items in the purchase

Purchase Details

Tap any purchase to view complete details including merchant name, date, total amount, currency, deposit account, items with quantities and prices, automatic categorization, notes, and the original receipt image. An "Ask Yopilot" button lets you ask the AI copilot questions about this specific expense.

Filtering & Search

Use the search bar and filter button on the Home screen to quickly find specific purchases.

• • Search by keyword: type a merchant name or item to narrow the list instantly
• • Sort: choose from date (newest/oldest), creation date, or price (high/low)
• • Merchant filter: focus on one or more specific stores or chains
• • Payment method filter: filter by payment method (Cash, Card, etc.)
• • Person filter: in family groups, filter by specific family member
• • Log type filter: toggle between showing expenses, income, or both
• • Date range filter: select a start and end date to show only purchases in that period
• • Active filters are shown as chips below the search bar — tap any chip to remove that filter

Editing Purchases

You can edit most purchase details at both the purchase level and item level:

Managing Items

You can add new items, edit existing items, or remove items from any purchase. When you remove an item, the purchase total updates automatically.

Deleting Purchases

To delete a purchase, find it in your list, swipe left (iOS) or long-press (Android), tap Delete, and confirm the deletion when prompted.

Family Purchases (Premium)

If you're part of a family group, you can view and manage family purchases.

• • Switch between personal and family purchases
• • See combined spending across all family members
• • Family upload limit is shared among all members
• • Each member can only edit/delete their own purchases

Calendar View

The Calendar screen lets you browse your purchases day-by-day. Open it from Profile → Calendar.

• • Days with purchases are highlighted — tap any highlighted date to see that day's receipts
• • Navigate between months using the left/right arrows
• • Tap a purchase in the list below to open its full details
• • Great for reconstructing spending on a specific trip or event

Products Catalog

The Products tab (bottom navigation bar) shows all individual line items extracted from your receipts.

• • Search and filter items by name, category, merchant, or date range
• • Sort by most recent, price (high to low / low to high), or name
• • Tap any item to view full details including the source receipt
• • AI enrichment: for food and grocery items Yomio can show nutritional data and suggest alternatives
• • Track price changes over time for products you buy regularly

Scan History

Every receipt upload — whether it succeeded or failed — is recorded in Scan History. Open it from Profile → Scan History.

• • See the processing status of each upload: Completed, Processing, or Failed
• • Confidence score: how confident Yomio's AI was in the extracted data
• • Error details: if a scan failed, the reason is shown so you can re-scan with a better image
• • Retry failed scans directly from the Scan History screen
• • View quota usage: track how many of your monthly uploads you've consumed

Income Tracking

Income tracking lets you record money coming in — salary, freelance payments, investment returns — alongside your expenses. This gives you a true balance view of your finances.

• • Log any type of income: salary, freelance, investments, gifts, and more
• • See your net balance (income minus expenses) in the Statistics tab
• • Track income trends over time just as you track spending trends
• • Toggle the feature on or off at any time — your data is preserved either way

Enabling Income Tracking

Income tracking is controlled by the Account Type setting in your Profile.

Adding an Income Entry

Add income entries from the Home screen.

Managing Income Entries

Tap any income entry on the Home screen to open its detail view. From there you can edit or delete it.

Tips for Income Tracking

• ✓Log income on the day it arrives to keep your balance overview accurate
• ✓Use source names consistently — if you have multiple freelance clients, log them all as Freelance so analytics stay clean
• ✓Set a monthly budget alongside income tracking to see whether your earnings cover your spending
• ✓Review income trends in the Analytics & Reports section

Recurring Transactions

Recurring transactions let you automate expenses or income that repeat on a schedule — rent, subscriptions, salary, and similar entries.

• • Automate fixed monthly bills like rent, insurance, or subscriptions
• • Schedule recurring income like salary or freelance retainers
• • Choose the frequency: daily, weekly, monthly, or yearly
• • Set a start date and optionally an end date
• • Pause or resume any recurring transaction at any time

Creating a Recurring Transaction

Set up a recurring transaction from an existing entry or from scratch.

Managing Recurring Transactions

View and manage all your recurring transactions from Profile → Recurring Payments.

• • Edit: change the amount, frequency, or dates
• • Pause: temporarily stop without deleting
• • Resume: reactivate a paused transaction
• • Delete: permanently remove — past entries already created are not affected