I put all my expenses on one credit card, may I just upload that info?
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 > Account > Credit Card Import to get started. Here's everything you need to know!
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.
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.
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.
We use My Card Statement.com, can we just scan the receipts into Expensify app, then download the charges by a CSV file from My Card Statment and it all enters into expensify?