Getting started with Expensify is quick and easy, whether you’re a new employee or an existing team member joining a company workspace. This guide walks you through downloading the app, setting up your profile, managing expenses, and securing your account.

1. Download the Mobile App

Upload expenses and check reports from your phone by downloading the Expensify mobile app.

• iOS
• Android

For a full walkthrough on creating and submitting expenses via the mobile app, click here!

2. Add Your Name and Photo

Desktop:

1. Click your profile image in the main menu.
2. Hover over the profile picture and click Change.
3. Update your profile:
   • Name: Enter your first and last name, then click Update.
   • Photo: Click Add Photo to upload an image.

Mobile:

1. Tap the ☰ menu icon in the top left.
2. Tap your profile picture.
3. Tap the Edit icon to update your name or photo.
   • Name: Enter your first and/or last name, then tap Update.
   • Photo: Tap Upload Photo, then:
     • Tap the camera button to take a new photo.
     • Tap the photo icon to select an existing image.

3. Meet Concierge

Concierge is your personal assistant, available on both desktop and mobile. It helps by:

• Reminding you to submit expenses.
• Alerting you when more information is needed.
• Providing updates on new features.

For support, click the green chat bubble at the bottom of the screen to chat with Concierge.

4. Learn How to Add an Expense

Employees can document reimbursable and non-reimbursable expenses using SmartScan or manual entry.

SmartScan a Receipt

Desktop:

1. Click the Expenses tab.
2. Click the + icon and select Scan Receipt.
3. Upload a saved receipt image.

Mobile:

1. Tap the camera icon in the bottom right.
2. Upload or take a receipt photo:
   • Upload: Tap the photo icon and select an image.
   • Take a photo: Ensure details are clear, then capture the image.

You can also email receipts to receipts@expensify.com from any email address associated with your Expensify account.

Manually Enter an Expense

Desktop:

1. Click the Expenses tab.
2. Click the + icon.
3. Select the expense type and enter details.
4. Click Save.

Mobile:

1. Tap the ☰ menu icon and select Expenses.
2. Tap the + icon.
3. Select the expense type and enter details.
4. Tap Save.

5. Create & Submit an Expense Report

Your expenses may be automatically added to a report. If not, follow these steps to create and submit one.

Desktop:

1. Click the Reports tab.
2. Click New Report > Expense Report.
3. Click Add Expenses and select expenses.
4. Click Submit, enter approver details, and click Send.

Mobile:

1. Tap ☰ > Reports.
2. Tap the + icon and select Expense Report.
3. Tap Add Expenses, then select expenses.
4. Tap Submit Report, add approver details, and tap Submit.

6. Add a Secondary Login

Connect a personal email to ensure access to Expensify, even if your employer changes.

Setting up this feature is available only on the Expensify website.

1. Go to Settings > Account.
2. Under Account Details, click Add Secondary Login.
3. Enter your email or phone number.
4. Verify your new login with the Magic Code sent to you.

7. Secure Your Account

Add an extra layer of security to help keep your financial data safe and secure by enabling two-factor authentication (2FA). Setting this up requires you to enter a code generated by your preferred authenticator app (like Google Authenticator or Microsoft Authenticator) to log in.

Setting up this feature is available only on the Expensify website.

1. Go to Settings > Account.
2. Under Two-Factor Authentication, enable the toggle.
3. Save a copy of your backup codes.
4. Use an authenticator app to scan the QR code.
5. Enter the 6-digit code from the app and click Verify.