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What is the receipt bin, and how does receipt matching work?

Sending receipts to your HCB inbox and letting HCB match them to the right transactions.

💡 Your receipt bin is a personal inbox for receipts. Send them in by upload, email, or text, and HCB suggests which transaction each one belongs to, so you can match them in a tap.

Your receipt bin

The receipt bin lives in your HCB inbox. It holds any receipts you've added that aren't attached to a transaction yet, so you can collect them as you go and sort them later.

Getting receipts into the bin

  • Upload them in your inbox. You can add several at once.

  • Email or forward receipts to your personal inbox email address. Find it, or set one up, under Send in via email on your inbox.

  • Text a photo to the receipts number shown on your inbox.

How matching works

When a receipt comes in, HCB compares it to your transactions that still need one, looking at the amount, date, card, and merchant. If it finds a likely match, it shows you a suggestion. Just Accept to attach it, Accept with memo to also name the transaction, or Ignore if it isn't right.

Matching them yourself

You can also attach a receipt from the bin to any transaction directly: on the transaction, choose to select from your receipt bin, and HCB lists your receipts with the closest matches first.

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