Expense tracking

With Zervant you can track your expenses and purchase receipts. This feature is currently available for users in Finland with a PRO subscription or higher.


How to upload your expenses into Zervant

In order to track your expenses, first connect your bank account with Zervant. Navigate to the "Expenses" tab and click on "Choose your bank".

Read more about connecting your bank account here: Using payment reconciliation


Once your bank account is connected, you can fetch expenses from your account by clicking on "Fetch expenses" on the top.



You can search for your expenses through the search bar.


Adding receipts

You can add receipts by

  • Dragging and dropping a receipt to the right line on the left hand view
  • Dragging and dropping to the right hand page when an expense is selected
  • Clicking “Drag and drop receipt” on the right-hand side and choosing a file from the file selecter
  • Clicking on the plus icon in the expense overview

Add and edit a description for a receipt by selecting the expense and clicking on "Edit" on the right-hand side.

Delete a receipt by clicking "Delete" under the receipt.

Download a receipt by clicking "Download" on the upper-right.


Downloading your expenses report

You can download a .csv-file containing all your expenses with the information added by clicking on the green “Export list”-button next to "Fetch expenses".


The report contains the following information:

  • Transaction ID: the ID of the transaction as received from the bank
  • Vendor: the name of the recipient of the payment
  • Transaction date: the date of the purchase
  • Description: the description inserted by you
  • Amount: the amount paid
  • Currency: the currency in which the payment was made
  • Reference number: the reference number for the payment, if any
  • Booking date: the date when the money has been deducted from the bank account






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