Deep Dive: Is the bank/credit card import option right for me?

Ariel Green
Ariel Green Expensify Team, Expensify Student Ambassador Posts: 111 Expensify Team
edited February 2020 in Deep Dive Docs
If you need to directly import your personal card/bank transactions into your Expensify account to match with your receipts and Expensify supports your bank, then this might be a great option for you! 
Note: If you have a company-assigned corporate card, you will want to check with an Expensify admin at your company regarding how these cards should be used. Often, admins will assign the card to you. In this case, you would not import it yourself.
Importing your card/bank via Account Settings will:
  • Allow your bank/card transactions to flow into your Expensify account. These will merge with any SmartScanned expenses in the account.
  • Generate IRS-compliant eReceipts, assuming your Policy Admin has enabled this feature.
Ready to get started? Learn how to import expenses from a credit card or bank (on both the web and the app)!

Have a question or want to know more? Start a discussion here!