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Importing a credit card into an Expensify account

Zach_BZach_B Expensify Customer Posts: 1 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 Expensify Success Coach - Admin Posts: 701 Expensify Team
    edited March 19 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 > 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.

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