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How-to: Add a U.S. personal bank account to receive reimbursements via Expensify

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,313 Expensify Team
edited July 28 in How-to Docs

Important notes

  • These features are currently only offered in the U.S.
  • Personal bank accounts are ready for immediate use after they are added.
  • Employee personal bank accounts should be added in their own Expensify accounts

Adding a personal bank account

Step 1: Navigate to your Settings > Account > Payments > Personal Bank Accounts and click the Add personal bank account button.

Step 2: Log into your Online Bank Account: You'll be shown a list of compatible banks that offer direct online login access.

  • If your bank isn't supported, you will then have the option to manually enter your account details to connect. Skip to step 6 if this is the case.

Step 3: Log in: Choose your bank account provider

  • Note: If your bank is not listed, click Exit (or the X in the top right corner) to go back to the connection type. Choose Manually Enter Account Details, then skip to Step 6.

Step 4: Enter your bank login credentials

  • Note: If your bank requires an additional security checkpoint, you will be directed to that after the login details are entered.

Step 5: If you have more than one account under that login, you will be able to select from them during this step. Otherwise, you'll see a Success message.

  • Note: Please ensure the account you connect to has Direct Deposit/ACH enabled.

Step 6 (For the Manually Enter Account Details option only): Enter your account information:

  • The personal bank account is ready to receive payments once you see this screen!

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