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Manually Add Expenses and Link Accounts for Seamless Tracking
Manually Add Expenses and Link Accounts for Seamless Tracking

Record Your Business Expenses

Updated over a week ago

Made a purchase for your business but didn't use your WorkMade Debit Card*? No worries! You can still record your business expenses manually and get write-offs for that transaction. Here's how:

  1. Open the WorkMade app and navigate to the Balance screen.

  2. Tap or swipe up on the latest transaction at the bottom of the screen to load your activity screen.

  3. Tap on the "+" in the top right.

  4. Choose "Expense" by tapping on it.

  5. Enter the name of the purchase.

  6. Select the date the purchase was made.

  7. Enter the amount spent.

  8. Add info related to the use of the purchase.

  9. Tap "Upload a Receipt" (this is an optional step): a. Upload a photo of your receipt.

  10. Tap "Add Expense".

  11. Your new expense will now show on the Activity feed.

Once the activity is added, you’ll see the increase/decrease in your tax balance applied.

Link External Accounts for Easy Tracking

When users link their accounts during setup, they will have the ability to swipe left and right to categorize transactions as business or personal. This ensures that all your expenses are accurately recorded and categorized for tax purposes. Here's how to link an external account:

  1. Navigate to Settings in the WorkMade app.

  2. Go to Banking.

  3. Select Connected Accounts.

  4. Follow the prompts to securely link your external account via Plaid.

Linking your external accounts helps you seamlessly manage your finances and ensures all your expenses are accounted for accurately.

If you have any issues or need further assistance, please reach out to a WorkMade Expert via chat or email at [email protected].

*WorkMade is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The WorkMade MasterCard® Debit Card is issued by Piermont Bank pursuant to a license from MasterCard Inc. and may be used everywhere MasterCard debit cards are accepted.

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