If you have multiple Expensify accounts—such as a personal and a company account—you can merge them into one. This process consolidates all receipts, expenses, reports, invoices, bills, imported cards, contact methods, Copilots, and group workspace settings into a single account.

Important: Merging accounts is permanent and cannot be undone.

• To merge a company and personal account, log in to your company account and merge your personal account into it.
• You cannot merge a company account into a personal account.
• You cannot merge two company accounts if they belong to private domains.

Note: This process must be completed from the Expensify website and is not available in the mobile app.

Merge Accounts

1. Log in to the account you want to keep as your primary Expensify account.
2. Hover over Settings and click Account.
3. Under Profile scroll down to the Merge Accounts section.
4. Enter the email address or phone number associated with the account you want to merge.
5. Select the “Yes, I understand this is not reversible” checkbox.
6. Click Merge Accounts.
7. Check your email for the Magic Code sent from Expensify.
8. Copy and paste the code into the field, then click Merge.

FAQ

What happens to my data when I merge accounts?

All the following will be transferred to your primary account:

• Receipts and expenses
• Expense reports
• Invoices and bills
• Imported cards
• Saved Contact Methods
• Copilots
• Group workspace settings