14 articles
Managing money together shouldn't mean sharing passwords or giving up financial privacy. Synceipt's Pro and Pro Plus plans let a household share a consolidated budget and receipts — while each person keeps their own login, the owner sees the whole household by default, and members' individual purchases stay private from each other and from anyone but the owner and an optional Co-Owner.
Give your employees, CPA, or bookkeeper secure, role-based access to your books without handing over a password. Synceipt's Pro and Pro Plus plans cover both: Advisor Access, a purpose-built way to loop in a CPA or bookkeeper without making them a team member, and team sharing for employees, each with their own private login.
Category budgets answer "how much did I spend on groceries this month?" A Project Journal answers "how much is this kitchen remodel costing me?" — one purpose-driven hub that spans categories and months, with real transactions linked to it. Here's exactly how to set one up and use every part of it.
Light Bookkeeping turns the Transactions page you already use into a real bookkeeping workspace — review and exclude entries, split batched deposits into revenue and fees, close the books on a period, and export a clean P&L. Here's exactly how each piece works.
Your bank says you spent $135 at Amazon — but was it electronics, household goods, or groceries? Synceipt's item-category budgets read your receipts at the line-item level so every dollar lands in the right bucket.
Whether you're clearing out a garage for a yard sale or shipping an item after an eBay auction, Synceipt's sale event feature lets you record what sold, at what price, and link the payment to the deposit on your bank statement.
Amazon sends up to four emails per order — confirmation, shipping, delivery, and refund. Here's how Synceipt extracts all of them and links each one to the right bank charge automatically.
Your Gmail inbox already contains every purchase receipt you've received. Here's how to connect it to your bank account and let Synceipt match them automatically.
Stop manually connecting the dots between your email receipts and bank charges. Here's how to automate the entire reconciliation process in under 10 minutes.
PDF bank statements are notoriously hard to work with. AI changes that — here's exactly how it works.
Connect your email and bank accounts to Synceipt in minutes. We support Gmail, Outlook, Yahoo, Plaid, PDF statements, and manual entry.
Receipts come from all over. Here's how to capture them whether they arrive by email, exist as photos on your phone, or need manual entry.
Automatic matching connects your email receipts to bank charges. Learn how it works and when you need manual matching.
Once receipts and transactions are connected, Synceipt's dashboard shows you where your money goes, where you can cut, and where you're on track.
