Step 6 of 8 · Tutorial: Process a Month of Receipts
Save to the Existing Target Tables
Save reviewed expenses into the category tables prepared for the claim period.
Finish receipt review and Money In Review before saving. Saving removes the staging batch.
When the batch looks correct, save it:
- Select Save to Tables.
- For each active category, choose Existing Table.
- Select the matching Table you created earlier, such as Aurora Jan-Mar 2026 - Travel.
- Leave Skip duplicate entries on when adding to existing Tables. It is the safer default for overlapping bank exports, and newly found receipts can still be linked to matching existing entries.
- Confirm the save.
You can still create new Tables from this dialog, but the cleanest workflow is to create the target Tables first and save into those existing Tables.
Repeat this import, review, and save process for every bank statement that belongs to the same claim period.