1. Help Center
  2. Allowable purchases and transactions

How do I manually report purchases?

If you purchase something on a credit card that is not linked to your JOON account, or do not feel comfortable linking a card to your Transaction Account, you can always manually upload your receipts directly into the JOON dashboard. 

To manually report a purchase, follow these steps:

  1. After logging into your account, go to Add Purchase in the hamburger menu in the upper right hand corner



  2. You must attach a receipt and include a description to submit your purchase.


  3. Please be sure to choose a date in the month that you want the purchase to be applied to. i.e. if you are reporting a purchase from January 29th on February 1st, please select the date "January 29, 2022."

TIP: Don't forget to set a monthly reminder if you choose to manually report your purchases instead of linking a card!