Is there a way to clear out old expenses in Expensify?
I connected a new credit card to Expensify and there are some older expenses that need to be cleared out and not added to a report.
If not, I’m wondering if we could add them to a new report and mark them as non-reimbursable just to clear them out.
Best Answer
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There is not a way to delete expenses imported directly from a credit card. The reason for this is that historically it has been a much bigger problem when expenses are deleted by mistake. They will disappear from view as they age out of the default filter settings. Or, what you could do to get these expenses out of the way now would be to add them to a report that is on your Personal Policy, and then just close that report. That way they will be segregated from the rest of your business-related expenses to help avoid confusion.
Answers
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Good question! If you remove a credit card from your Expensify account any expenses that are not yet added to a report will be removed along with the card.
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Thank you for trying to answer my question, but let me clarify.
I added a new card to Expensify that was previously being used and it imported historical transactions that don't need to be in Expensify or reimbursed.
I need to remove those old, irrelevant transactions.
