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How-to: Connect your personal card to import expenses

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,325 Expensify Team
edited August 2020 in How-to Docs

Important notes before you get started

  • When first importing your card, Expensify will bring in as many historical expenses as your bank will send to us; this may be as few as 7 days or as many as 90 days, depending on the bank. If you need to pull transactions earlier than this date, please upload a spreadsheet of your bank transactions to reflect these.
  • If a card is deleted from Expensify, all of the un-submitted expenses from that card will be deleted from the system. Any imported card transactions within a processing, approved, closed, or reimbursed report will not be affected!

Importing expenses directly from your credit card or bank (in the web browser)

Step 1: Select your bank

First, click the Settings tab in the left side of your account. Next, click Your Account in the dropdown and then Credit Card Import on the left side of the screen. Click the "Import Card/Bank" button. 

If your bank is not listed, just use the search box below to find it.

If your bank doesn't appear in the list this means we do not currently support it and you can instead import your expenses via our CSV method.

Step 2: Username and password

Connect with your account by using the same username and password you use for online banking.

Step 3: Select your accounts

We will pull in all of the accounts tied to your username. Just pick and choose the ones that you want to import!

Note: If you are importing a corporate credit card or a card that someone else pays off, make sure to uncheck the box for 'The expenses on these cards are reimbursable' when importing the card. Then click ‘accept terms and add' to import your card.

Once your card(s) has been successfully imported, you can then click Update next to the importing card(s) to pull the latest transactions into your account!

Importing expenses directly from your credit card or bank (in the mobile app)

In your Settings, tap Import a card and follow the directions (similar to how this is listed above) for your bank to start importing transactions!

Related articles
How-to: Import card expenses via a CSV spreadsheet
How-to: Remove or manage settings for imported personal cards
Deep Dive: Is the Bank/Credit Card Import Option for me?
Deep Dive: Managing your imported personal bank/card transaction spreadsheets
Deep Dive: Understanding Credit Card Import in Expensify
Deep Dive: Troubleshooting Credit Card Issues in Expensify
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