Categories & bank accounts

DFalcon

Hello,

I would like to figure out if there can be several bank accounts linked onto my business expensify account and if so, how?

The CEO would like me to track his personal as well as business expenses AND also mine on one expensify account.

Also,

How would I link the bank accounts without using his logging information?

Thank you!!

Nicole Trepanier

Hi @DFalcon! You can link multiple accounts to a single Expensify account by going to Settings >Account >Credit Card Import. You will need to have the login information for each account you connect.

DFalcon

Nicole, Thank you for the reply. Even if it is a personal bank account I can add it under the "business bank account?"

Sheena Trepanier

If it's a personal or business bank account and you want to import expenses from the account to track, you'd want to connect via Settings > Account > Credit Card Import page.

This section of your account allows you to connect multiple cards for importing expenses.

The "business bank account" is the company's bank account that is used to reimburse employees, is that something you'd need to do as well? It doesn't sound like it based on what you've said previously, so you most likely need to head to the Credit Card Import page I mentioned above.

Let us know if you run into other questions!

DFalcon

@Sheena Trepanier

So when I add a credit card, I can withdrawal or pay my expenses that is owned by my boss. Correct? Of course, with his approval but that's how it would work?

So, I was thinking to downgrade from the control plan to a collect plan since I will only be tracking the CEO's and my expenses. What do you think?

AND,

You are correct. The business account is not something that I would like to add.

Sheena Trepanier

@DFalcon, a credit card connected to import expenses does not give the functionality of paying for expenses in Expensify.

If your expenses need to paid back to you by your boss, then your boss would need to set up a business bank account to do so.

Based on the needs you've told me, I believe a Collect plan would give you the functionality you need at the lower price point. You can update your plan from Settings > Policies > Group > [Policy Name] > Plan.