Product / Transaction Capture & Reconciliation / Choose Expense Capture Method

Choose Expense Capture Method

SCR-RECON-02 · Transaction Capture & Reconciliation

ScopedFigma 504:6533design drifted since last sync

Layout

Let the investor pick how they'll provide actual expense data — whichever method is actually available to them — without any option feeling mandatory.

States

- **Default**: all three options visible and tappable, none visually privileged over the others.

Acceptance criteria

Three options are shown: "Connect a bank account", "Upload a statement or expense records", and "Enter a paid expense manually".
Selecting "Connect a bank account" routes to SCR-RECON-03.
Selecting "Upload a statement or expense records" routes to SCR-RECON-06.
Selecting "Enter a paid expense manually" routes to SCR-RECON-07.
No option is presented as required — the user can complete reconciliation via upload or manual entry alone.

Endpoints

None mapped yet — the backend agent will own these.

In flows

Confirm Spend Status & Choose Capture Method