Connect a personal card

Connect your personal credit card to Expensify to automatically import transactions, eliminating the need to manually create expenses or scan receipts. Expensify supports over 10,000 banks across the United States, Canada, the United Kingdom, and the European Union.

Who can connect a personal card

Anyone with an Expensify account can connect up to two personal cards for free. To connect more than two personal cards, you’ll need a paid workspace (Collect plan or above).

How to connect a personal card

1. Click the navigation tabs (on the left on web, on the bottom on mobile), then go to Account > Wallet.
2. Tap Add personal card.
3. Select your country from the country selector.
4. If you selected United States, choose your bank from the bank selector.
   • If your bank is listed, you’ll be prompted to connect via your bank’s secure login (oAuth).
   • If your bank is not listed, select Other to connect via Plaid.
5. Follow the prompts to log into your bank and authorize the connection.

Once your card is connected, it will appear under Assigned cards in the Wallet, and transactions will begin importing automatically.

What to do if you see a company card warning

If you’re a member of a Workspace or domain that has a company card feed, Expensify will ask you to confirm that the card you’re adding is a personal card.

• If you’re an employee: You’ll see options to ask your admin if you should be assigned a company card, or continue adding a personal card.
• If you’re an admin: You’ll see options to confirm this is a company card (which redirects you to the company card connection flow) or proceed with adding it as a personal card.

What happens when you reach the free card limit

If you’re not on a paid workspace and try to add more than two personal cards, you’ll see an upgrade page prompting you to create a Collect workspace.

If you proceed with the upgrade:

1. A Collect workspace is created for your account.
2. You’ll see a success page with options to add company cards or additional personal cards.

FAQ

How can I check if my bank or card issuer is supported?

Expensify supports most major banks and card issuers worldwide. Learn how to check which banks are supported in Expensify

How many personal cards can I connect for free?

You can connect up to two personal cards for free. To add more, you’ll need a paid workspace on the Collect plan or above.

How do I manage a personal card after connecting it?

Once connected, your card appears in Account > Wallet under Assigned cards. Learn how to manage your personal cards.