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ExpenseFlow
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iOS App Guide

Everything you need to know about ExpenseFlow on iPhone.

Signing In

Magic Link (Email)

  1. Open ExpenseFlow and enter your email address on the sign-in screen.
  2. Tap Send Code — a 6-digit code will be emailed to you.
  3. Enter the code in the boxes that appear. The app verifies automatically once all 6 digits are filled.
  4. If you don't see the email within a minute, tap Resend code.
  5. To use a different email, tap Use a different email.

Sign in with Apple

  1. Tap the Sign in with Apple button below the email form.
  2. Authenticate with Face ID, Touch ID, or your Apple ID password.
  3. On first sign-in, you can choose to share or hide your email address.

Dashboard

The Dashboard is your financial overview for the selected tax year.

Switching Tax Years

Tap the year shown in the top-right corner of the screen to select a different tax year from the menu.

Stat Cards

Four summary cards show:

  • Total Expenses — all deductible spending for the year.
  • Transactions — total number of imported transactions, with a progress bar showing how many have been categorized.
  • Categorized — the count of transactions ready for export.
  • HST Claimed — the total input tax credit (ITC) across your deductible expenses.

Monthly Expenses Chart

A bar chart showing your deductible spending broken down month by month. Months with no expenses are hidden.

Expense Breakdown

A donut chart showing your top 8 spending categories with their percentages and totals. Tap any category row to jump directly to the Transactions tab filtered to that category.

Upload & Export Buttons

  • Upload — opens the upload sheet to add a new bank statement.
  • Export — opens the export sheet to download your data as CSV.

Pull to Refresh

Pull down on the Dashboard to reload all data.

Uploading Bank Statements

  1. Tap Upload from the Dashboard, or go to the Upload tab.
  2. Configure the upload options:
  • Tax Year — select the year this statement covers (defaults to the current year).
  • Bank — choose your bank for better transaction parsing, or leave it on Auto-detect.
  • Credit Card Statement — toggle this on if you are uploading a credit card statement (transactions will be treated as expenses rather than debits).
  1. Tap Choose CSV or XLSX File and select your exported bank file.
  2. The file will process automatically. A status badge will show Processing, then Completed (or Failed if there was a problem).

Supported Banks

RBC, TD, Scotiabank, BMO, CIBC, Tangerine, PC Financial, Simplii, and most other Canadian banks that export CSV or XLSX files.

Supported File Types

CSV (.csv), Excel (.xlsx, .xls)

Recent Uploads

Uploaded files appear in the list below the upload button. Swipe left on any upload to delete it. You'll be asked whether to also delete its transactions or keep them.

Transactions

The Transactions tab lists every imported transaction with full filtering and categorization tools.

Filtering Transactions

  • Source menu (left dropdown) — filter by a specific uploaded file, or show all sources.
  • Year menu (right dropdown) — filter by tax year, or show all years.
  • Filter button (funnel icon, top-right) — opens the advanced filter sheet:
    • Amount Range — enter a minimum and/or maximum dollar amount to narrow results.
    • Categories — select one or more categories to show only matching transactions. Leave all deselected to show every category.
  • Tap Apply to run the filter, or Clear All Filters to reset.
  • Search bar — type any word to search transaction descriptions in real time.

Active Filter Strip

When a filter is active, a green strip appears below the search bar showing what's applied and how many results were found. Tap Clear to remove all filters instantly.

Transaction Cards

Each card shows:

  • Merchant / description
  • Category pill (colour-coded)
  • Amount (green for income, default for expenses)
  • Date

Tap the category pilldirectly on a card to change that transaction's category without leaving the list. Tap anywhere else on the card to open the Transaction Detail view.

Transaction Detail

Shows the full transaction including amount, type (income/expense), HST amount, net amount, and category. Edit the category using the picker and tap Save to update it.

Select Mode & Bulk Categorization

  1. Tap Select (top-right) to enter select mode.
  2. Tap individual transactions to select them (a checkmark appears).
  3. Tap Categorize in the bottom bar to open the bulk actions sheet.
  4. Choose a category and tap Apply to update all selected transactions at once.
  5. Tap Cancel or Done to exit select mode.

Load More

The list loads 500 transactions at a time. Scroll to the bottom to automatically load the next page.

Export

  1. Tap Export from the Dashboard toolbar, or the export icon (↓) in the top-left of the Transactions tab.
  2. Choose the Tax Year you want to export.
  3. Toggle optional inclusions:
  • Include Personal (Non-Deductible) — includes transactions marked as personal expenses.
  • Include Income (Non-Expense) — includes income transactions.
  1. Tap Export to CSV to generate the file.
  2. Once generated, tap Share / Save File to save it to Files, email it, or share it with your accountant.

Settings

Business

Business Name — enter the name used on your tax filings.

Location & Tax Year

  • Province — select your province to apply the correct HST/GST rate.
  • Tax Year — the default year used across the app.

Tap Save Settings to apply changes.

Appearance

Choose System, Light, or Dark mode using the segmented control.

Recent Uploads

Lists all uploaded files with their transaction count and upload date. Swipe left on any file to delete it. You'll be asked whether to also delete its transactions or keep them.

Account

  • Your account email is shown here.
  • Sign Out — signs you out of the app.
  • Delete Account — permanently deletes your account and all associated data. This cannot be undone.

Support

Links to Help Articles, Privacy Policy, Terms of Service, and Contact Support (email).

Still need help? Email our support team and we'll get back to you within one business day.