Using Expensify for 2 person business and cannot connect secondary user

JayHarmon Expensify Customer Posts: 1

My wife set up her account and I set up mine with the email address she entered for me but when I set up my account on my phone I cannot see her and she cannot see me or my expenses Im scanning.

Can you point us to where to connect team members accounts?

Thank you



  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @JayHarmon, thanks for reaching out and welcome to the Community.

    Typically, multiple accounts are connected via a group policy. When members of a policy, you can both be granted the policy admin role and expenses on the policy are visible to policy admin.

    Another option would be to utilize Copilota ccess to view the expense information in each other's accounts. More on Copilots is found in our Help Center here.

    The Community is here to help, so feel free to post other questions you may have.