How To
Step-by-step guides for tracking spend, setting limits, and managing receipts.
6 articles
How can I view all of my payment history?You can view all your sent payments from the Send Payments section of your Loop Dashboard. This view lets you see payment details such as date, amount, currency, and payee…
How to configure custom spend settingsYou can customize how each Loop Card is used by blocking specific merchant categories or currencies directly from your Dashboard. These settings help you control where and how cards are…
How to set a card-based spending limitSet a spending limit on any Loop Card to keep expenses within budget.
You can choose whether the limit resets monthly, annually, or never resets, giving you full control over…
How to upload receipts to a card transaction via email and SMSYou can upload receipts to your Loop card transactions using Manual Upload and/or SMS Receipt Matching. Both methods keep your expenses organized.
How to categorize, tag and leave notes on expensesYou can organize your expenses in Loop by adding categories, tags, and notes directly to any transaction. This helps you keep clear records, track business spending by type or team,…
How to download transaction history to use with your accounting softwareYou can easily export your Loop transaction history as a CSV file to upload into your accounting software. Just head to your transaction list, choose the account activity you want…