Personal Account Preferences

Account preferences can be adjusted by going to Settings  > Preferences in your Expensify account. To get to the Settings button, click the user icon in the upper right-hand side of the screen.


Currency

To set your default output currency go to Settings  > Preferences and scroll to the Currency section. To read more about how Expensify handles currency visit our currency page.

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NOTE: if you are a member of an expense policy, your output currency will be set in the policy settings.


Units

Distance and Time

To set your default rates for distance and time expenses go to Settings  > Preferences and scroll to the Units section. To read more about these features visit our mileage and time pages.

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NOTE: if you are a member of an expense policy, your output distance and time rates will be set in the policy settings.

Custom Units

To create custom units go to Settings  > Preferences and scroll to the Custom Units section. To read more about this feature visit our custom units page.

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Expense Rules

To create expense rules go to Settings  > Expense Rules. To read more about this feature visit our expense rules page.

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Export Formats

To create a custom export format go to Settings  > Preferences and scroll to the Export Formats section. To read more about this feature visit our reports export page.

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Email Preferences

To edit your email preferences go to Settings  > Preferences and scroll to the Email Preferences section. Uncheck the box to opt out of a given type of email.

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NOTE: We strive to keep these emails as few in number and important in nature as possible. Your email address will never be sold or used by others for marketing purposes.

Still need help?

Our friendly success team is here to help! Send us an email to help@expensify.com and we'll get back to you within 24 hours.