Frequently Asked Questions

Got questions? We've got answers! Find everything you need to know about Yubilly — quick and simple, just like the app.

General

How does Yubilly work?

Yubilly helps you organize and manage your digital receipts by providing a dedicated email address. This address is used for receiving and categorizing receipts, ensuring your primary inbox stays clutter-free. The app extracts key data like date, merchant name, and total amount, and displays it in an easily accessible and organized way.

What are the different features of Yubilly?

Yubilly offers features for managing digital receipts, including categorizing expenses, organizing receipts, and extracting data for tax purposes.

Where are my documents stored?

Your documents are stored securely in Yubilly's cloud storage system, ensuring easy access from any device.

Why do I need a Yubilly email address?

The Yubilly email address is used to receive digital receipts directly from merchants, keeping them organized and separate from your personal email inbox. This allows for efficient management of expenses.

How can I access my Yubilly inbox?

You can access your Yubilly inbox via the app or website, where you will find all the receipts sent to your dedicated Yubilly email address.

How do I categorize an "uncategorized" item?

You can manually assign a category to any uncategorized item by selecting the item and choosing the appropriate category from the available options.

How can I upload physical receipts?

Yubilly allows you to digitize physical receipts by taking a picture through the app, which then extracts and organizes the information just like a digital receipt.

Can I use Yubilly on my computer?

Yes, Yubilly can be accessed on your computer via the web version, providing the same functionality as the mobile app.

How can I save long receipts?

You can take a photo and upload it. Yubilly will analyze the data even if the receipt is long. If it can't fit into one picture, split it into enough pieces and upload them as separate receipts. You may need to customize them manually.

How do I print my receipts or reports?

You can download receipts or reports to your desktop or laptop and print them like any other file.

QuickBooks Integration

There is no QuickBooks integration right now. We are working on it. When it is ready, we will announce it globally.

I mistakenly deleted a receipt — what now?

Go to the "Settings" menu and check "Recycle Bin". If you delete it from the Recycle Bin, it will be permanently deleted.

How do I recover deleted items?

Go to the "Settings" menu and check "Recycle Bin". When you find the right email, press the "Restore" button on the bottom left corner. It will be restored to the "Receipts" screen.

How do I delete a receipt?

On the Receipt Detail screen, press the "Recycle Bin" button on the bottom left side of the screen. That will move the receipt into the Recycle Bin. You can check the Recycle Bin under the "Settings" menu.

How do I bulk delete receipts?

There is no bulk delete option on Yubilly. You need to delete each receipt individually by sending them to the Recycle Bin.

How do I sign up for Yubilly?

Simply download the app or visit our website and follow the instructions to create an account by providing your email address and choosing a password.

Is Yubilly available internationally?

Yes, Yubilly is available for users globally. However, certain features may vary based on local regulations and currency support.

How secure is my data on Yubilly?

We prioritize security and use encryption protocols to ensure that your data is stored and transferred securely. Your information is kept private and accessible only to you. Visit our Security page for more details.

Can I organize receipts from different currencies?

Yes, Yubilly supports multiple currencies and will display your receipts in the currency in which the purchase was made.

How do I track expenses for tax purposes?

Yubilly helps freelancers, contractors, and sole proprietors track their expenses by organizing receipts in various categories. The app extracts data from your digital receipts, making it easier to monitor and report expenses during tax season. You can assign category names to expenses, filter by category, and export reports to see subtotals.

Can I use Yubilly to track personal expenses?

Yes, you can use Yubilly to track both business and personal expenses. You can organize receipts into different categories based on your needs.

Can I track both income and expenses?

Yubilly currently tracks expenses only. Income tracking is not available at this time, but may be added in the future based on user demand.

Account Settings

How do I update my Yubilly subscription?

You can update your subscription by going to the account settings in the app and choosing the subscription option that suits your needs.

How do I reset my password?

Click on the "Forgot Password" option on the login screen and follow the instructions sent to your registered email.

How do I delete my account?

Go to the "Settings" menu and press the "Close Account" button. Enter your password and press "OK". Your account will be deleted permanently. We advise you to download all your receipts before closing your account.

How do I add or delete a receipt?

You can add a receipt by uploading a photo, forwarding an email receipt to your Yubilly email address, or uploading a receipt file. To delete, click the "Recycle Bin" button on the Receipt Detail screen.

How do I edit a category?

Go to the "Category" menu under "Settings". Click on the category you want to update and press the "Update" button.

Can I create subcategories?

Subcategories are not available at this time. However, you can create multiple categories based on your membership level.

Can I access my Yubilly account from multiple devices?

Yes, you can access your account from multiple devices. All your receipts and data will be synchronized across your devices.

Pricing and Subscription

Is Yubilly free to use?

Yubilly offers both free and paid subscription plans. The free plan includes basic receipt management features, while paid plans offer advanced features such as detailed reports, data export, and additional paper receipt uploads.

What is included in the premium subscription?

Based on your plan, you can access all expense categories, receive unlimited email receipts, generate reports, export data, and upload more paper receipts. See our Pricing section for full details.

How do I cancel my subscription?

To cancel, go to your account settings in the app and select the cancellation option. Your access to premium features will continue until the end of the billing period. No refunds are issued for the remaining period.

Reports

How do I create a report in Yubilly?

Go to the "Reports" menu. Set your filters (date range, categories) and press the "Generate" button. Yubilly will generate a downloadable ZIP report based on your filter settings.

How do I export my data?

Go to the "Receipts" menu on the web app. On the bottom left corner, use the "Export" button. Set your filters and press "Export" to generate a file based on your filter settings.

How do I share a report?

Download any report you've created, then share it using email or any other method — just forward the ZIP file to your accountant.

Troubleshooting

What do I do if I didn't receive a receipt in my Yubilly inbox?

Make sure the receipt was sent to your Yubilly email address. You can also manually forward the receipt from your personal email to your Yubilly address.

Why is my receipt not showing all the details?

Sometimes merchants may not include all details in digital receipts. If you notice missing details, you can manually edit and add information in Yubilly.

Can I undo a mistake after categorizing a receipt?

Yes, you can change the category of a receipt at any time by selecting the receipt and reassigning it to a different category.

Zero Paper Waste

How can I be a part of the Zero Waste movement?

By using Yubilly to manage digital receipts, you reduce the need for paper receipts, helping to minimize paper waste. Share your Yubilly email address with any merchant and request them to issue an email receipt.

I am a business owner — how can I stop paper waste?

Contact your POS system provider. Nearly all modern POS systems can issue email receipts. If yours can't, there are many affordable options available that handle all your needs and issue email receipts.

What are the environmental benefits of using Yubilly?

By using Yubilly, you contribute to reducing paper waste. Digital receipts help save trees and reduce the carbon footprint associated with paper production, printing, and disposal. We aim to stop pollution at the source — instead of converting paper receipts into digital ones, we help you request email receipts from the start.

Still have questions? Contact us at info@yubilly.com