I want to set up a Tax Bucket Go to the Action menu and tap "Open a Tax Bucket". Then, add funds by one of two methods: Via a one-time transfer of your desired amount (you can do this as often as you want) or set up Auto-Saving, and we’ll drop a percentage of every future deposit into your tax bucket.
How do I download my annual and/or quarterly Expense Report? In the app menu, go to Statements and Reports / Expense Reports, then select for which period you’d like to download your expense report. Then choose which format you’d like to receive your sheet in (PDF, CSV or EXCEL). If you need, you can then email it yourself or transfer via Bluetooth to save the document on your laptop or computer.
How do I categorize my transactions? Every transaction you do with your Lili card or your Lili account should be categorized. By swiping left or right on your expense tab, you need first tag a transaction as a life expense or a business expense. If it’s a life expense, you’re done. But if it’s a work expense, it needs to be tagged with a subcategory (Travels, Office Expenses, Meals…) for your Expense Report. Lili pre-selects one for you, but if you’d like to change it, you just need to swipe right on the transaction and pick the one that’s a better fit for that expense.
How do I add a receipt to my transaction? In the app menu, go to All Transaction. Tap on the transaction you want to edit and select Add Receipt. Note: Lili will need access to your camera or photos to access the picture of your receipt.
