If you have more than one Expensify account—like a personal and a company account—you can merge them. This brings all your reports, receipts, settings, and data into one place.

Important: Merging accounts is permanent and cannot be undone.

Before You Start

Make sure you know:

• Which email address you want to keep as your login going forward.
• Which email address you want to discard and merge in.

You must log into the account you want to keep and merge the one you no longer need into it.

How to Merge Accounts

1. Log in at expensify.com using the email you want to keep.
2. Go to Settings > Account > Profile.
3. Scroll down to the Merge Accounts section.
4. Enter the email address or phone number of the account you want to merge.
5. Confirm the action by checking “Yes, I understand this is not reversible.”
6. Click Merge Accounts.
7. Check the inbox of the email you’re merging in for a Magic Code.
8. Enter the Magic Code to complete the merge.

FAQ

What Happens When You Merge?

The following will be brought into your primary account:

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

When can I not merge accounts?

• You cannot merge two company accounts from private domains.
• You cannot merge a company account into a personal account.
• Merging is only available on the web (not the mobile app).