Posts Tagged ‘credit card’
Pro Tips Monday: Linking Your Bank/Credit Card to Your Account
The easiest way (second to SmartScans of course!) to add expenses to Expensify is to import your bank/credit card. Linking your bank/credit card is the best way to capture expenditures made on these accounts, and will let you see all of your spending in one spot! We’ll even update your transactions as soon as new purchases become available. Most transactions under $75 are also eligible for automatically generated eReceipts.
Before we get into any detail on how to get this set up, the first thing you want to do is to make sure that you can log in to your bank’s website. If you can’t, Expensify will not be able to communicate with them.
Link your account by clicking the Import credit card/bank account icon on your Dashboard and follow along with the step by step instructions.
Additional cards and accounts can be added by going to Settings -> Credit Cards and clicking on the “Import card/bank” button.
Step 1
Pick your bank from the list of most frequently added banks or type in its name to bring it up in a search
Step 2
Connect with your account by using the same Username and Password you use for online banking.
Step 3
We’ll pull in all of the accounts tied to your username; just pick and choose the ones you want to import. If you are importing a corporate credit card, or any other account that you don’t pay directly, make sure to un-check the box for “the expenses on these cards are reimbursable” when importing the card.
You can learn about this and more by visiting our help section at https://www.expensify.com/help or email Omar@Expensify.com!
