Possible to link to checking account/debit cards?

Alreadyhere Approved! Accountant Posts: 12

Hi is it possible to import expenses from a debit card and possibly even the entire checking account? Specifically from Bank of the West?


Best Answer

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 147 Expensify Team
    Answer ✓

    Happy to help with this!

    The easiest way to figure out if Expensify has a direct connection to your bank is to head to Settings > Account > Credit Card Import and click Import Card/Bank (or Domains > Company Cards for company cards). From there, search for your bank in the search box. 

    If your bank shows up, choose that option and follow the prompts. If the search returns "No results" your bank can still be supported via spreadsheet import, which you can learn more about here

    If these are company cards, you may be able to obtain a commercial feed directly from your bank. Different feed types are used for American Express Corporate Cards (GL1025 feed), MasterCards (CDF feed), and VISA (VCF feed) cards. Please see the following links for more details.

    Alternatively, if you're looking for the company card that integrates best with Expensify, there's the Expensify Card. Since we manage the entire process from transaction to posting, we're able to offer super helpful time-saving features like auto-reconciliation. And, unlike essentially all other connections, there won't be any of the typical import issues caused by connecting to a third-party system!

    Let me know if you have any other questions!