Sync with Bank Account, Not Just a Credit Card
KPeak
Expensify Customer Posts: 7 Expensify Newcomer
maybe this is a dumb question but I couldn't find it from googling. Is there a way to sync expensify with an entire bank account rather than just a credit card so that we can automatically capture transactions that are written without a credit card, for example electronic transfer or check? Thank you
Answers
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Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify TeamNo worries, as there are no dumb questions here! Within Expensify, you can import your bank account if a connection option is available. Otherwise, you can also import a CSV of the transactions into Expensify as well. The CSV (or other spreadsheet type) can be downloaded directly for you bank.
Any other questions, just let us know! -
Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify TeamNo worries, as there are no dumb questions here! Within Expensify, you can import your bank account if a connection option is available. Otherwise, you can also import a CSV of the transactions into Expensify as well. The CSV (or other spreadsheet type) can be downloaded directly for you bank.
Any other questions, just let us know!
