Tracking expenses in Expensify allows you to save receipts and costs for your own records, without sending them for approval or reimbursement. This is useful if you’re:

• Monitoring personal spending
• Logging out-of-pocket business expenses for future use
• Storing receipts you’re not ready to submit yet

Use this guide to create expenses that stay in your account for later reference.

How to Track an Expense Without Submitting

Follow these steps to create an expense that stays in your records but isn’t submitted:

1. Click the big green + button.
2. Select Create Expense.
3. Choose how to create the expense:
   • Scan a receipt
   • Enter mileage
   • Enter manually
4. Fill in the required details based on your selection.
5. Click Next.
6. Select Just track it (don’t submit it).
7. Update or edit fields based on your Workspace configuration.
8. Click Create expense.

Locate and Manage Tracked Expenses

After tracking an expense, it appears in an Expense Chat in the left-hand navigation menu.

Within the Expense Chat, you can:

• Submit it to someone – Send it for approval or processing.
• Categorize it – Assign it to a category for better organization.
• Share it with my accountant – Grant access to financial contacts.
• Nothing for now – Leave it as-is for later.

You can also find tracked expenses this way:

1. From the left-hand menu, go to Reports > Expenses.
2. Use filters to narrow your search by date, amount, or category.

FAQ

Can I edit an expense after tracking it?

Yes! Open the expense from your expense chat or Reports > Expenses, then click into it to edit any field.

Why can’t I find my expense?

Make sure you’re filtering by the correct date or amount. You can easily find unsubmitted expenses in an Expense Chat in your Inbox in the left-hand menu.