I have multiple bank accounts, how many accounts are allowed. Also do they integrate with the bank statement as well as the charge cards. Thanks
You can input as many bank accounts as you'd like. For deposit accounts, you would just set one as your primary if you are being reimbursed via Expensify. Yes we do integrate with your statement and charge cards as well. You can filter these from your expense filters on the expenses page if you only want to view one at a time.
Thank you Matt, Please tell me how do I input the bank statements and the charge cards. Also I need to have different categories and how do I make them.
Hi @shirin, you can connect cards and bank accounts under Settings > Account > Credit Card Import.
As for Categories and Tags, these will just help you filter and analyse your expenses, so it's up to you how to set them up. If you are using a free Expensify account, just go to Settings > Policies > Individual > [Policy Name] > Categories.
Let me know if I can help with anything further!
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.