How-to: Change or update reimbursement bank account name

Mark Louis
Mark Louis Expensify Team Posts: 167 Expensify Team
edited June 2021 in How-to Docs

If your bank account name has changed, but the account number and routing number have stayed the same, then it's easy to update within Expensify!

Note: Taking the steps below will only change the display name within Expensify. It will not affect anything on your bank website.

To change your bank account name in Expensify, follow these steps:

  1. Navigate to Settings > Account > Payments.
  2. Locate the account under Bank Accounts.
  3. Click directly on the account name, or hover over it and then click the blue pencil icon to change the name.

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