1. Understand where transactions show up
In the Expenses experience:
Draft (or Missing info, depending on your settings) — Expenses that need details, including draft expenses created from card transactions.
Unlinked — Expenses not linked to a card transaction.
Card transactions from connected cards create draft expenses on Expenses → Draft when they post.
2. Common reasons a card transaction is missing
Delayed bank sync — New charges can take 1–3 business days to appear. Pending transactions do not populate; the charge must be fully posted.
Card not connected — Verify the card is linked under Settings → Cards and mapped to the correct Payment account.
Expired bank credentials — Re-authenticate the connection in Settings → Cards.
Transaction already linked elsewhere — Use Global Search to search by vendor, amount, or date. The transaction may already be linked to another expense.
3. What to do
Confirm cards are connected in Settings → Cards.
Wait 1–3 business days for the transaction to post.
Check Expenses → Draft for a draft expense created from the transaction.
Check Expenses → Unlinked if you uploaded a receipt but no card transaction is linked yet.
Use Global Search to find the expense or transaction by vendor.
For step-by-step troubleshooting after a receipt is submitted, see Finding and Managing Receipts in Expenses.
If you've followed these steps and still have issues, contact [email protected] with the vendor, amount, date, and which Expenses tab the item appears in.