Your Workspace
Documents Premium
Keep your financial paperwork in one secure place. Documents lets you store receipts, invoices, statements, and tax files alongside your transaction data.
Uploading documents
Open Documents from the sidebar and upload a file. For each document you can add:
- A description to identify it.
- A year or period so it's easy to group and find later — invaluable at tax time.
Supported file types
ExpenzX accepts the formats you're most likely to need:
- PDF documents
- Word documents
- Excel spreadsheets and CSV files
- Images (e.g. photos of receipts)
- Plain text files
Files are automatically classified by type so they're easy to scan through.
Searching, filtering & managing
The Documents list gives you full control over your stored files:
- Search by filename, description, or year/period to find a file instantly.
- Filter by year/period, or toggle a Timeless only view for files not tied to a specific year.
- Sort by filename, description, year, file size, or upload date.
- Edit a document's description or year/period at any time without re-uploading.
- Download any file — ExpenzX generates a secure, time-limited link that opens the file directly in your browser.
- Delete files you no longer need, with a confirmation step.
Storage usage
A storage bar at the top of the Documents page shows how much of your 1 GB limit you've used. The bar turns amber when you reach 80% and red when you're at the limit. The upload button is disabled once you reach 1 GB — delete old files to free up space.
Where your files are stored
Documents are stored in Azure Blob Storage, encrypted and protected with the same security that safeguards the rest of your ExpenzX data. Only you can access your files.