Account and Settings
Change your password
To change your existing password, go to Settings > Account.
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.
Merge Two Accounts
Were you testing out Expensify previously, and now want to merge the data of your personal account with your Expensify account associated with work? Maybe you signed up with the wrong email address? Then merge your two accounts into one! We’ll bring in all of the reports, imported cards, secondary logins and most settings into your new account. But be careful because merging accounts is not reversible!
- Sign into the account you want to keep using
- Go to Settings, and scroll down to Merge Accounts section
- Enter the email and password of your old account (the one you want to merge)
- Click the merge accounts button. Be careful, this step is not reversible!
If you previously signed up with a Gmail email address and then started signing in with the Google OpenID single sign on, you’ll simply be prompted for your password and the two separate logins will be linked.
NOTE: Emails are tied to expense policies, and because of this, your workflow in Settings > 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!
Add Secondary Logins
With a secondary login, you can send receipt images to one Expensify account from multiple channels. Secondary logins can be either emails or mobile phone numbers. A phone number can also be added as a secondary login in order to text expenses to Expensify.
- Add an email as a secondary login by sending a blank email with your Unique ID in the subject line to firstname.lastname@example.org. You cannot add an existing Expensify account as a secondary login.
- Add a phone number as a secondary login by sending a text message to (415) 448-7534, with your Unique ID in the body of the message.
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.
Note that you can sign in with any of your logins. You cannot delete your primary login; to do so, you must first add a secondary login, choose another email as the primary login, and then delete the other one.
Your Unique ID is a 5 or 9 letter code that can be found on the settings page under the secondary logins heading. Before sending in any receipts or expenses, refresh the page to make sure that your alternate logins have been added correctly.
On certain rare occasions, Expensify would like to email you about new features, status updates, key announcements, and other such information. 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. You can opt out of these emails by going to Settings > Preferences and uncheck the box.
Delete your Account
We’d hate to see you go, but you’re free to delete your account at any time. To delete your account, go to Settings > Account, and scroll to the Delete Account section. All of your data will be deleted as well. Note that this is not reversible.
Many times users want to merge an old Expensify account with a new one, in which case there is no reason to delete your account. If you wish to do this instead, follow the steps above to merge your accounts.
The default currency for your account is set in your primary expense policy. For individuals, you can change your default currency by visiting Settings > Preferences. For company admins, you can change your default currency by going to Settings > Policies, clicking on your primary policy, and then setting an Output Currency.