🔄Exporting Withdrawals & Pocket Expenses

💳 Cash Withdrawals

Before the update: Withdrawals were exported as expenses Now: They’re exported as fund transfers, improving accuracy

• New withdrawals:

  • Appear in the Cash Withdrawals section

  • Export as a transfer from your wallet to the spender

  • Creates a liability on the spender’s balance

• Existing withdrawals (before introduction of our new cash balance feature):

  • Still processed as card expenses

  • Won’t affect the new Cash Balance tracking

🟡 Make sure the spender is linked to an account before exporting. See guide.

🧾 Pocket Expenses

Before the introduction of our new cash balance feature: Exported as bills Now: Exported as standard expense transactions from the spender’s account

• New Pocket Expenses:

  • Appear in the Pocket Expenses section

  • Adjust the spender’s balance once approved

  • Exported from the spender’s account directly

• Existing Pocket Expenses (before introduction of our new cash balance feature):

  • Exported using the old logic

  • Do not affect current balances

🟡 Spender must be linked to an account for proper export - see guide.