Getting Started for Employees and Individuals

This page is a broad overview for employees and individuals getting started with using Expensify. Administrators should visit our company setup section for company instructions.

Step 1: Import Expenses

  • Import expenses directly from your credit card or bank account.
  • Manually add cash and mileage expenses from the web or on the go.
  • Classify expenses with custom categories and tags.

Step 2: Upload Receipts

Step 3: Create and Submit Reports

  • Create and submit expense reports.
  • Receive expense report approval from management.
  • Save reports as PDF or export all your data in a spreadsheet file.

Step 4: Get Reimbursed

  • Learn how reimbursement works in Expensify.
  • Add your bank account for direct deposit reimbursement.
  • Add your PayPal account for reimbursement through PayPal.

Step 5: Manage Personal Settings

Step 6: Install Mobile Apps

  • Install free mobile apps that allow you to track expenses, snap pictures of receipts and create expense reports - all on the go!

Step 7: Getting Started Videos

  • Don’t like to read? Watch our getting started videos instead!
  • Visit our training page to view all Expensify training videos.
  • Visit our workshops page to see a full Expensify overview.

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