Get up to speed in less than 2 minutes — check out the short tutorial video. 

Step-by-Step Guide

1. Log In to the Web Portal
Go to foreceipt.com, and sign in using the same email and password you use in the mobile app.

2. Navigate to Settings
From the left side menu, access the Settings page. Here you’ll find the sections for Categories, Accounts, and Exchange Rates.

3. Customize Categories

• Easily add new categories aligned with your business needs.

• Use built-in IRS and CRA categories—or create your own for greater flexibility.

4. Add or Adjust Accounts

• Define account names such as "Operating Account" or "Credit Card."

5. Set Up Exchange Rates

Exchange rate settings are always defined as how much of a foreign currency equals 1 USD. Foreceipt uses this internally to convert between currencies.

For example:

• If you set 1.4 CAD = 1 USD and 0.85 EURO = 1 USD, the system will calculate that 1 EURO = 1.647 CAD.

• If your default currency is CAD, all EURO expenses will automatically be converted into CAD in your reports using this rate.

💡 Tip: Always set exchange rates relative to 1 USD. Foreceipt will handle all cross-currency conversions automatically in your reports.

Why Customize These Settings?

• Tailor Foreceipt to your workflow — structure it around your actual expense habits.

• Ensure proper categorization and reporting, especially helpful during tax season.

• Handle multi-currency effortlessly, all within one platform.

Quick Recap