I have multiple accounts how many accounts can I enter is there a limit

Shirin

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

Thanks

Shirin

Matt Cole

Hey Shirin,

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.

Shirin

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.

Thanks

Shirin

Rachael Hopkins

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!