Record an expense on WhatsApp
You link your number, send Hola, and from there you send the photo or PDF of the expense. The AI shows a summary. You save it, edit it, or discard it.
From Hola to the summary
First you link the phone number. Then you send Hola. Then you send the photo or PDF. The AI shows a summary of the fields and you choose: save, edit, or discard. On that flow you confirm before the document is recorded. Documents you save count toward the plan quota. After you write, the product mentions a 24-hour window.
- Link the number and send Hola.
- Send the photo or PDF and confirm the summary.
- What you save counts toward the plan quota.
What actually gets stored
Only what you save is recorded. Editing corrects the fields in the summary; discarding leaves the message out of the books. AI extraction needs a connection. How this joins the other ways to add an expense is in expense tracking for autónomos.
Common questions
What do I send to start?
Link the number and send Hola. Then send the photo or PDF. The AI shows the summary and you save, edit, or discard.
Do WhatsApp files use my plan quota?
Documents you save count toward the plan quota. Discarding the summary does not add them to the books.
Official sources
Informational text reviewed on 26 September 2026. It is not tax advice and does not replace the Spanish Tax Agency or your accountant. Deadlines, rates, and forms can change.