Free Features in Expensify

You can use Expensify without joining a paid Workspace! This guide outlines the free features available to individuals who want to manage personal, freelance, or household expenses.

Free Features in Expensify

Users have access to these core tools without a paid Expensify plan:

  • SmartScan receipts (limited free scans each month)
  • Email receipts to receipts@expensify.com for automatic upload
  • Create and organize expenses using categories and tags
  • Export expense reports as spreadsheet or CSV files
  • Manually enter and edit expenses in the mobile or web app

Note: Features such as automatic reimbursement, the Expensify Corporate Card, direct connections to accounting integrations, and team collaboration tools require a paid Workspace.


Common Use Cases for Free Users

Track Receipts for Taxes or Deductions

Stay organized throughout the year and simplify tax time:

  • Create reports like “2024 Tax-Deductible Expenses”
  • Tag expenses by business or personal use
  • Export reports to upload into your tax software or send to your accountant

Also helpful for: Tax documentation, freelance tax prep, 1099 expense tracking

Check out our resource on exporting expenses to learn more about this feature.

Freelance and Gig Work Expense Tracking

Expensify is popular with freelancers and gig workers for:

  • Scanning receipts for client-related purchases
  • Generating reports to attach to invoices
  • Tracking mileage manually for tax deductions

Also helpful for: Self-employed expense tracking, gig work deductions, freelance receipts

Here is more information on how to add expenses manually for your review!

Budgeting and Tracking Personal Finances

Expensify helps with everyday money management:

  • Monitor spending in categories like groceries, utilities, or entertainment
  • Save digital receipts for warranties or big-ticket items
  • Use tags to track shared expenses with family or roommates

Also helpful for: Household budgeting, shared expenses, tracking big purchases

Click here to learn more about organizing expenses with categories and tags.


FAQ

Is SmartScan free?

Yes! Each account includes a limited number of free SmartScans per month. After reaching the limit, you can still upload receipts manually.

Can I use Expensify without a business?

Yes, Expensify works great for individuals, households, and freelancers who want to track expenses.

Do I need to upgrade to export expenses?

No upgrade is needed. You can export your expenses anytime as a spreadsheet or CSV.

What if I need advanced features later?

You can always create or join a Workspace to unlock more tools like bank connections, accounting integrations, and company card support.

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