Set up your wallet

The Expensify Wallet allows you to receive peer-to-peer payments. To set this up, you’ll first need to connect a personal bank account.

To enable the Expensify Wallet:

1. Click your profile image or icon in the bottom left menu.
2. Click Wallet in the left menu.
3. Click Enable wallet.
4. If you haven’t already added your bank account, click Continue and follow the prompts to connect your personal bank account via Plaid. If you have already connected your bank account, you’ll skip to the next step.

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

1. Enter your personal details (including your name, address, date of birth, phone number, and the last 4 digits of your social security number).
2. Click Save & continue.
3. Review the Onfido terms and click Accept.
4. Use the prompts to continue the next steps on your mobile device where you will select which option you want to use to verify your device: a QR code, a link, or a text message.
5. Follow the prompts on your mobile device to submit your ID with Onfido.

When your ID is uploaded successfully, Onfido closes automatically. You can return to your Expensify Wallet to verify that it is now enabled. Once enabled, you are ready to send and receive payments.