Creating a workspace in Expensify Classic is the first step to organizing your expenses and managing your finances efficiently. This guide walks you through setting up your workspace so you can seamlessly track receipts, submit reports, and stay on top of your spending.

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1. Download the Mobile App

Track your expenses and manage your reports on the go by downloading the Expensify mobile app. Search for “Expensify” in your app store, or use the links below:

• iOS
• Android

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2. Meet Concierge

Your personal assistant, Concierge, is available on your Expensify Home page on both desktop and mobile. Concierge provides:

• Reminders to submit expenses.
• Alerts when more information is needed on a report.
• Updates on new and improved features.

Need help? Click the green chat bubble in the bottom-right corner to chat with Concierge for direct support.

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3. Create a Workspace

Personal vs. Group Workspaces

• Personal Workspace: A private space for managing your individual expenses.
• Group Workspace: Designed for teams, even if you’re the only member. Group workspaces include features like expense approval flows and integrations with accounting, HR, and travel tools.

Set Up Your Individual Workspace

1. Go to Settings > Workspaces.
2. Click the Individual tab on the left.
3. Select the workspace type that fits your needs.
4. Configure your workspace details (e.g., name, expense rules, categories).

Create a Group Workspace

1. Go to Settings > Workspaces.
2. Click the Group tab on the left.
3. Click New Workspace.
4. Set up the workspace details (e.g., name, expense rules, categories).

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4. Add an Expense

SmartScan a Receipt

Automatically capture receipt details like merchant, date, total, and currency with SmartScan.

Desktop:

1. Go to the Expenses tab.
2. Click the + icon and select Scan Receipt.
3. Upload an image of your receipt.

Mobile:

1. Tap the camera icon in the bottom-right corner.
2. Take a photo or upload a receipt image.
   • Modes:
     • Normal Mode: Upload one receipt.
     • Rapid Fire Mode: Upload multiple receipts.

Pro Tip: Email receipts to receipts@expensify.com from your registered email, and SmartScan will add them to your Expenses tab.

Manually Enter an Expense

Desktop:

1. Go to the Expenses tab.
2. Click the + icon and choose an expense type.
3. Enter details like merchant, date, total, and category.
4. Click Save.

Mobile:

1. Tap the ☰ menu and select Expenses.
2. Tap the + icon and choose an expense type.
3. Enter details (e.g., trip distance, work time, or receipt info).
4. Tap Save.

More details on adding expenses can be found here.

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5. Connect Your Expense Accounts

Sync your bank accounts and credit cards to import transactions into Expensify. This feature automatically:

• Links bank/card transactions to SmartScanned expenses.
• Generates IRS-compliant eReceipts (if enabled).

Desktop:

1. Go to Settings > Account > Credit Card Import.
2. Click Import Bank/Card and select your bank.
   • If your bank isn’t listed, import transactions via CSV.
3. Follow the prompts to connect your account.

Mobile:

1. Tap ☰ > Settings > Import a Card.
2. Select your bank or import a CSV file.
3. Follow the prompts to connect your account.

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6. See Your Spending Insights

Monitor spending trends, forecast budgets, and build reports with [the Insights dashboard}(https://help.expensify.com/expensify-classic/hubs/spending-insights/) (desktop only):

1. Click the Insights tab.
2. Use filters (e.g., date range, categories) to customize your view.
3. Click the ☰ icon in the View Raw Data column to see detailed expenses.

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7. Secure Your Account

Enable two-factor authentication (2FA) for extra security:

1. Go to Settings > Account > Two-Factor Authentication.
2. Toggle on 2FA and save your recovery codes. Note on Backup Codes: Download or copy them to a secure location.
3. Link your authenticator app by scanning the QR code or entering a code.

When logging in, use a Magic Code from your email and the 6-digit code from your authenticator app.