Frequently Asked Questions

How does Yubilly work?

Yubilly is an application that 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?

Users 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 pic and upload it. Yubilly will analyze the data on it even it is long. If it can’t fit into one picture, split it into enough pieces and upload it as separate receipts. But you may need to customize them manually.

How do I print my receipts or reports?

You can download it to your desktop or laptop and print them like other similar files.

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 in Yubilly – what now?

Go to the “Settings” menu and check “Recycle Bin”. If you delete it from “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. But if it does not require any receipt data, you can’t restore it to the “Receipts” screen. In this case, download the file and process it with your desktop/Laptop’s default email processor application, i.e MS Outlook and etc

How do I delete a receipt?

On the Receipt Detail screen. Press the “Recycle Bin” button on the left bottom side of the screen. That will push that email into the “Recycle Bin” of the application. You can check “Recycle Bin” under the “Settings” menu.

How do I bulk delete receipts?

There is no bulk delete option on Yubilly. You need to check each receipt and send them to “Recycle Bin”

How do I sign up for Yubilly?

To 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.

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. You can also categorize and view your expenses in various currencies.

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 for you to monitor and report your expenses during tax season. You can assign special category names to some expenses, and by filtering these categories, you can easily track your expenses. Also, you can export reports quarterly to see subtotals of your expenses by filtering these categories.

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. Our main goal is to stop paper receipts mainly for personal expenses. These expenses create the biggest waste. So by directly receiving email receipts into your Yubilly account, you can track your personal expenses and help to stop paper receipts.

Can I track both income and expenses?

Unfortunately Yubilly only tracks expenses right now. You can’t track your income with Yubilly right now. But if this is in high demand, we can work on it. Please share your request via our contact form.