Connect a Personal Bank Account

Connecting a personal bank account to Expensify allows you to get reimbursed for company expenses and receive peer-to-peer payments directly into your Expensify Wallet.

To connect a personal bank account:

1. Click your profile image or icon in the bottom left menu.
2. Click Wallet.

3. Click Add Bank Account.

   

4. Click Continue (this will open a new window and redirect you to Plaid).

Plaid is an encrypted third-party financial data platform that Expensify uses to securely verify your banking information.

1. Follow the prompts to add the bank account details with Plaid.
2. Once those details are added, you’ll be prompted to return to Expensify to complete linking the bank account.
3. Choose which account you want to connect to Expensify.

4. Click Save & continue.

   

Once connected, all payments and reimbursements will be deposited directly into that bank account.