Your Personal Account Settings
Account settings can be adjusted by going to Settings > Account in your Expensify account. To get to the Settings button, click the user icon in the upper right-hand side of the screen.
Change your password
To change your existing password, go to Settings > Account and scroll to the Change Password section. Passwords must be at least 8 characters long, have at least one lowercase character, one uppercase character, and one number.
Set your mobile password
If you are using Gmail, Yahoo, or Google Apps Single Sign On, you can set and change your Expensify password in Settings > Account. You will need this password to sign into the mobile apps. Also, some mobile phones only allow alpha-numeric passwords, so try resetting your password if you are unable to sign into your mobile.
Reset your password
To reset your password (in case you forgot it, or you still don’t have one) go to the reset password page. Enter the email you signed up with, and you’ll receive an email with a reset password link. Click the link and you’ll be taken to a page where you can choose a new password. Note that if you request multiple password reset emails, the previous email will immediately become invalid.
Check your Spam or Junk Mail folder first for the email containing the reset password link.
To update your digital signature go to Settings > Account and scroll to the Digital Signature section. If your company has digital signatures enabled, you will be able to update your signature here. To read more about this feature, please visit our digital signatures page.
Adding a secondary email address allows you to forward receipts to Expensify from that email address as well as to log into your account with that email address. To add a secondary login to your account go to Settings > Account and scroll to the Secondary Logins section and hit the Add Secondary Login button. Expensify will send an email to that email address for which you will need to hit Confirm Email to validate that address and confirm this email as a secondary login. Once you've done this, you will be able to log in to Expensify either via the primary email address or the secondary one.
After you've created a secondary login, you also have the ability to make that secondary login your primary login (note: your company may restrict this option). To make that change, simply click Make Primary. You can then remove the old email address if wanted.
NOTE: Secondary logins can only be added if the email address is not an existing Expensify account. If the email address already exists, you must merge accounts.
Wingmen: Delegated Access
To give someone delegated access to your account go to Settings > Account and scroll to the Wingmen section. To read more about this feature visit our wingman page.
To merge 2 accounts go to Settings > Account and scroll to the Merge Accounts section. This will merge the two accounts into one. All of the reports, imported cards, secondary logins and most settings will be brought into your new account. Be careful because merging accounts is not reversible!
- Emails are tied to expense policies, and because of this, your workflow in Admin > Policies > [Policy Name] > People may be affected; for instance, if you are merging with an admin account. Please check the workflow of your expense policies after the merge to make sure the correct email is listed!
- Emails that are under two different domains cannot be merged together while domain control is active on both domains. Example: Domain Control is active for company.com and companyhq.com. Joe works for both companies and wants to merge his accounts. He cannot merge until the domain control of either company.com or companyhq.com is removed. Once that is done, he can merge the non-domain control account into the other account successfully.
- Email addresses under the same domain with domain control active can be merged after one Expensify account is made for each email address. Please reach out to your domain admin to make sure they invite both email addresses to the domain control members.
To delete your account go to Settings > Account and scroll to the Delete Account section.
NOTE: deleting your account is not reversible