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Importing a credit card into an Expensify account

Zach_BZach_B Posts: 1Expensify Customer Expensify Newcomer
edited August 2018 in Getting Started

I put all my expenses on one credit card, may I just upload that info?

Best Answer

  • Rachael HopkinsRachael Hopkins Posts: 994 Expensify Team
    edited June 2019 Accepted Answer

    Hi @Zach_B welcome to the community!

    Yes you absolutely can. You have three options:
    1. Import a card to your personal account
    2. Upload a CSV file of transactions
    4. Import a group of corporate cards to a company Domain

    Going by your very to-the-point question, I think option 1 is the one for you! :) Simply navigate to Settings > Your Account > Credit Card Import to get started. Here's the full user manual.

    When you import a credit card into Expensify, posted transactions will be synced in daily. It's not possible to import pending transactions so you may see a day or two delay before they appear in your Expensify account.

    It's worth noting that you have two options for handling your receipts alongside your credit card - if you SmartScan your receipts, they will automatically merge with the credit card expense. Or if you are in the US and the expense is under $75, you may be able to use the automatically generated eReceipts.

Answers

  • shaepatelshaepatel Posts: 1Expensify Customer

    I'm only seeing about a month of imported credit card expenses. How do I import more than that. Note: I tired to change the filter to show beyond the month of imported history, but that didn't work.

  • Stevie LaFortuneStevie LaFortune Posts: 103Expensify Team Expensify Team

    Hi @shaepatel !

    That sounds pretty typical. When you first import a card (or after a connection has been disrupted for an extended period of time), we'll import a set amount of historical transactions depending on card/account type. We'll pull in all posted transactions from that card within that time period, which is generally no more than the last 90 days (but as current as the last 30 days). For older transactions, I recommend using our spreadsheet import method.

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